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
926
$417K 0.01%
6,350
-4,815
927
$417K 0.01%
29,256
+2,058
928
$415K 0.01%
5,811
-447
929
$415K 0.01%
2,593
+97
930
$414K 0.01%
11,868
+580
931
$413K 0.01%
29,342
+6,825
932
$409K 0.01%
7,609
-2,961
933
$409K 0.01%
17,507
-940
934
$408K 0.01%
5,914
-65
935
$406K 0.01%
6,314
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936
$405K 0.01%
+10,610
937
$404K 0.01%
6,052
+1,507
938
$403K 0.01%
8,720
-11,238
939
$402K 0.01%
+11,744
940
$400K 0.01%
2,329
-349
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$399K 0.01%
8,541
-121
942
$399K 0.01%
42,779
+4,073
943
$399K 0.01%
27,072
-4,386
944
$397K 0.01%
+15,429
945
$396K 0.01%
6,615
+57
946
$396K 0.01%
8,298
+1,435
947
$395K 0.01%
33,616
+108
948
$393K 0.01%
26,052
+4,979
949
$392K 0.01%
21,160
-1,332
950
$391K 0.01%
14,311
+5,369