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
1201
$248K ﹤0.01%
3,627
+501
1202
$247K ﹤0.01%
+7,535
1203
$247K ﹤0.01%
+23,914
1204
$246K ﹤0.01%
2,447
+291
1205
$245K ﹤0.01%
2,387
+88
1206
$244K ﹤0.01%
5,807
-21
1207
$243K ﹤0.01%
1,582
+137
1208
$243K ﹤0.01%
9,144
+14
1209
$242K ﹤0.01%
+7,492
1210
$242K ﹤0.01%
2,659
-36
1211
$242K ﹤0.01%
1,772
-253
1212
$242K ﹤0.01%
9,709
+95
1213
$241K ﹤0.01%
4,606
-324
1214
$241K ﹤0.01%
7,013
-200
1215
$241K ﹤0.01%
2,145
1216
$241K ﹤0.01%
1,175
+48
1217
$240K ﹤0.01%
10,190
-3,638
1218
$240K ﹤0.01%
6,472
1219
$240K ﹤0.01%
5,880
+129
1220
$238K ﹤0.01%
6,576
-387
1221
$238K ﹤0.01%
6,307
-4,648
1222
$238K ﹤0.01%
9,790
+1,227
1223
$237K ﹤0.01%
1,123
+124
1224
$237K ﹤0.01%
4,475
+1
1225
$237K ﹤0.01%
7,711