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
1151
$237K 0.01%
+9,682
1152
$236K 0.01%
1,131
-300
1153
$235K 0.01%
4,331
-75
1154
$235K 0.01%
7,162
-852
1155
$235K 0.01%
5,351
-403
1156
$235K 0.01%
+4,216
1157
$235K 0.01%
5,087
+612
1158
$234K 0.01%
9,967
-186
1159
$234K 0.01%
368
-21
1160
$234K 0.01%
1,985
-1,550
1161
$233K 0.01%
14,098
1162
$233K 0.01%
+31,596
1163
$232K 0.01%
+16,966
1164
$232K 0.01%
3,095
-199
1165
$232K 0.01%
6,652
-4,264
1166
$231K 0.01%
4,485
+67
1167
$230K 0.01%
+5,228
1168
$230K 0.01%
14,675
+2,650
1169
$230K 0.01%
20,960
-4,916
1170
$228K 0.01%
23,226
+2,051
1171
$228K 0.01%
2,182
-44
1172
$227K 0.01%
+6,511
1173
$227K 0.01%
+3,014
1174
$226K 0.01%
4,815
-1,461
1175
$226K 0.01%
+6,356