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
1126
$248K 0.01%
3,062
-299
1127
$247K 0.01%
15,270
+950
1128
$247K 0.01%
2,561
-150
1129
$247K 0.01%
1,248
-88
1130
$247K 0.01%
7,212
-280
1131
$246K 0.01%
+5,081
1132
$244K 0.01%
+9,062
1133
$244K 0.01%
6,449
+642
1134
$243K 0.01%
+9,644
1135
$243K 0.01%
1,827
+7
1136
$243K 0.01%
+5,643
1137
$243K 0.01%
+4,949
1138
$242K 0.01%
2,032
+69
1139
$242K 0.01%
19,038
+133
1140
$241K 0.01%
3,740
-2,673
1141
$240K 0.01%
11,157
-11,349
1142
$240K 0.01%
7,884
+1,079
1143
$238K 0.01%
+9,400
1144
$238K 0.01%
26,103
-7,083
1145
$238K 0.01%
+4,763
1146
$237K 0.01%
3,780
+577
1147
$237K 0.01%
3,627
1148
$237K 0.01%
21,118
+6,694
1149
$237K 0.01%
8,405
-137
1150
$237K 0.01%
8,202
+3,008