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
976
$402K 0.01%
+17,048
977
$400K 0.01%
8,230
+4,550
978
$398K 0.01%
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$397K 0.01%
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$397K 0.01%
47,308
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$395K 0.01%
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982
$394K 0.01%
10,196
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$393K 0.01%
31,749
+4,550
984
$393K 0.01%
34,903
+15,744
985
$393K 0.01%
9,105
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$393K 0.01%
2,567
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$392K 0.01%
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988
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989
$389K 0.01%
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992
$386K 0.01%
18,029
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$385K 0.01%
10,704
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$385K 0.01%
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$382K 0.01%
14,489
997
$382K 0.01%
3,074
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$382K 0.01%
10,164
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999
$382K 0.01%
8,529
-3,507
1000
$380K 0.01%
1,908
+1