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
$5.01B
AUM Growth
+$74.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,553
New
Increased
Reduced
Closed

Top Sells

1 +$42M
2 +$38.7M
3 +$32.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$30.4M
5
FCX icon
Freeport-McMoran
FCX
+$25.8M

Sector Composition

1 Technology 8.74%
2 Consumer Discretionary 5.48%
3 Financials 4.21%
4 Industrials 3.75%
5 Healthcare 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
851
$532K 0.01%
39,007
+28,080
852
$532K 0.01%
5,933
-1,081
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$532K 0.01%
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856
$528K 0.01%
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$525K 0.01%
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$524K 0.01%
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$523K 0.01%
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$522K 0.01%
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$518K 0.01%
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18,785
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22,517
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3,866
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874
$509K 0.01%
22,492
+5,313
875
$509K 0.01%
1,305
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