CA

Cetera Advisors Portfolio holdings

AUM $12.7B
1-Year Est. Return 22.72%
This Quarter Est. Return
1 Year Est. Return
+22.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.39B
AUM Growth
-$620M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,511
New
Increased
Reduced
Closed

Top Sells

1 +$59.6M
2 +$32.7M
3 +$22.2M
4
EH
EHang Holdings
EH
+$9.33M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$6.82M

Sector Composition

1 Technology 8.04%
2 Consumer Discretionary 4.38%
3 Financials 3.86%
4 Industrials 3.44%
5 Healthcare 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
$517K 0.01%
+17,142
827
$517K 0.01%
15,259
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828
$517K 0.01%
12,520
+4,099
829
$513K 0.01%
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$512K 0.01%
15,589
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$512K 0.01%
5,522
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832
$511K 0.01%
19,538
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833
$510K 0.01%
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834
$510K 0.01%
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$510K 0.01%
37,831
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$510K 0.01%
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$500K 0.01%
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$499K 0.01%
9,299
-990
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$499K 0.01%
18,511
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840
$498K 0.01%
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$497K 0.01%
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$495K 0.01%
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$490K 0.01%
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$490K 0.01%
6,856
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$487K 0.01%
2,425
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$487K 0.01%
11,016
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$486K 0.01%
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$486K 0.01%
12,957
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$485K 0.01%
+29,704
850
$485K 0.01%
32,556
-7,062