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
1076
$320K 0.01%
+4,405
1077
$320K 0.01%
+19,337
1078
$320K 0.01%
3,991
+838
1079
$318K 0.01%
3,136
-15
1080
$317K 0.01%
1,431
+5
1081
$317K 0.01%
1,914
-185
1082
$316K 0.01%
+10,036
1083
$316K 0.01%
12,811
-53
1084
$315K 0.01%
3,361
+1,320
1085
$314K 0.01%
22,276
+10,100
1086
$312K 0.01%
16,215
-10,019
1087
$312K 0.01%
9,390
+99
1088
$312K 0.01%
+4,769
1089
$310K 0.01%
14,218
+2,721
1090
$309K 0.01%
13,800
+1,026
1091
$306K 0.01%
19,435
+1,324
1092
$306K 0.01%
6,917
+84
1093
$305K 0.01%
4,574
-242
1094
$305K 0.01%
12,239
-2,000
1095
$304K 0.01%
+1,951
1096
$304K 0.01%
+6,505
1097
$303K 0.01%
2,294
-314
1098
$303K 0.01%
1,609
-412
1099
$303K 0.01%
3,642
-904
1100
$302K 0.01%
4,900
-3,542