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
1176
$226K 0.01%
+3,483
1177
$226K 0.01%
6,538
1178
$226K 0.01%
15,957
-1,289
1179
$225K 0.01%
8,441
-182
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$225K 0.01%
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1181
$225K 0.01%
6,472
1182
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5,848
-32
1183
$224K 0.01%
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$224K 0.01%
2,075
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$223K 0.01%
25,790
-473,672
1186
$223K 0.01%
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-251
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3,793
-2,000
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$222K 0.01%
12,416
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$221K 0.01%
1,130
-183
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$221K 0.01%
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$221K 0.01%
17,344
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$220K 0.01%
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3,790
-29
1194
$219K 0.01%
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1195
$219K 0.01%
4,090
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1196
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5,896
-1,032
1197
$218K 0.01%
7,739
1198
$217K ﹤0.01%
3,123
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1199
$217K ﹤0.01%
4,314
-2,558
1200
$216K ﹤0.01%
1,250
-19