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
1076
$277K 0.01%
5,717
+124
1077
$276K 0.01%
19,496
+61
1078
$276K 0.01%
2,567
1079
$276K 0.01%
3,551
-440
1080
$275K 0.01%
24,242
+492
1081
$275K 0.01%
11,600
1082
$273K 0.01%
+9,166
1083
$273K 0.01%
30,588
+6,407
1084
$270K 0.01%
47,652
+344
1085
$269K 0.01%
+2,921
1086
$268K 0.01%
+8,870
1087
$268K 0.01%
3,314
-832
1088
$268K 0.01%
10,426
+825
1089
$268K 0.01%
9,188
1090
$268K 0.01%
25,600
-606
1091
$267K 0.01%
8,511
-1,685
1092
$266K 0.01%
15,911
+1,069
1093
$264K 0.01%
897
+72
1094
$263K 0.01%
+9,725
1095
$263K 0.01%
7,426
-879
1096
$263K 0.01%
9,588
+413
1097
$262K 0.01%
2,706
+424
1098
$261K 0.01%
2,757
+244
1099
$261K 0.01%
+11,263
1100
$261K 0.01%
3,600
-42