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
926
$458K 0.01%
26,125
927
$456K 0.01%
4,003
+331
928
$456K 0.01%
7,445
-33,010
929
$455K 0.01%
4,907
+250
930
$455K 0.01%
22,019
+1,306
931
$454K 0.01%
5,857
-395
932
$454K 0.01%
3,414
-237
933
$454K 0.01%
+8,145
934
$454K 0.01%
+106,637
935
$453K 0.01%
16,102
936
$452K 0.01%
6,558
+1,297
937
$452K 0.01%
39,315
-5,136
938
$450K 0.01%
2,316
+70
939
$446K 0.01%
3,187
+163
940
$445K 0.01%
+18,399
941
$444K 0.01%
10,416
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942
$442K 0.01%
15,968
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943
$442K 0.01%
9,944
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944
$442K 0.01%
27,198
+5,800
945
$441K 0.01%
+10,084
946
$441K 0.01%
8,311
-3,473
947
$441K 0.01%
8,662
948
$440K 0.01%
33,508
-5,703
949
$440K 0.01%
6,474
+492
950
$438K 0.01%
7,372
-409