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
1151
$273K 0.01%
2,080
-2,678
1152
$273K 0.01%
15,615
-70
1153
$273K 0.01%
4,418
+78
1154
$270K 0.01%
2,567
1155
$270K 0.01%
1,798
+35
1156
$269K 0.01%
2,757
-415
1157
$269K 0.01%
18,905
+47
1158
$269K 0.01%
+10,705
1159
$268K 0.01%
14,407
+1,158
1160
$267K 0.01%
+8,542
1161
$265K 0.01%
6,928
+1,084
1162
$265K 0.01%
1,313
-272
1163
$265K 0.01%
17,246
-143
1164
$265K 0.01%
2,206
-2,862
1165
$264K 0.01%
4,606
+3
1166
$264K 0.01%
+3,650
1167
$263K 0.01%
1,269
1168
$263K 0.01%
3,002
+251
1169
$262K 0.01%
3,294
-312
1170
$262K 0.01%
10,428
-359
1171
$261K 0.01%
+1,335
1172
$261K 0.01%
14,842
+884
1173
$260K 0.01%
93,560
+35,360
1174
$259K 0.01%
4,981
+176
1175
$259K 0.01%
547
-7