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
951
$391K 0.01%
6,184
-470
952
$390K 0.01%
13,267
+5,556
953
$389K 0.01%
+15,816
954
$389K 0.01%
7,572
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$387K 0.01%
7,866
-1,341
956
$385K 0.01%
4,484
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957
$385K 0.01%
11,306
+1,270
958
$385K 0.01%
8,652
-1,071
959
$383K 0.01%
2,697
960
$382K 0.01%
10,594
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961
$381K 0.01%
2,218
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962
$380K 0.01%
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-1,298
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$378K 0.01%
3,604
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$377K 0.01%
9,950
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965
$371K 0.01%
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$370K 0.01%
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$370K 0.01%
11,734
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$368K 0.01%
2,252
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969
$365K 0.01%
6,382
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$365K 0.01%
14,639
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$365K 0.01%
19,488
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$364K 0.01%
19,124
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$362K 0.01%
14,098
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974
$361K 0.01%
19,302
-150
975
$361K 0.01%
33,608
-5,707