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
1126
$285K 0.01%
5,788
-171
1127
$285K 0.01%
26,206
+1,530
1128
$284K 0.01%
1,336
-540
1129
$284K 0.01%
5,539
-133
1130
$283K 0.01%
4,660
+222
1131
$283K 0.01%
+17,748
1132
$282K 0.01%
+8,623
1133
$282K 0.01%
3,059
-5,979
1134
$282K 0.01%
11,600
1135
$282K 0.01%
7,739
-30,856
1136
$281K 0.01%
8,766
-640
1137
$281K 0.01%
5,760
-2,746
1138
$280K 0.01%
5,498
1139
$280K 0.01%
8,026
-354
1140
$280K 0.01%
4,995
-80
1141
$279K 0.01%
9,188
1142
$279K 0.01%
9,545
-785
1143
$278K 0.01%
+24,795
1144
$277K 0.01%
2,513
+424
1145
$276K 0.01%
2,179
+118
1146
$275K 0.01%
7,292
-1,952
1147
$275K 0.01%
+8,317
1148
$274K 0.01%
7,426
-56,975
1149
$274K 0.01%
8,942
-1,438
1150
$274K 0.01%
6,233
-81,035