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
1201
$216K ﹤0.01%
4,132
+212
1202
$215K ﹤0.01%
3,992
-4,148
1203
$215K ﹤0.01%
+9,546
1204
$215K ﹤0.01%
6,140
+81
1205
$214K ﹤0.01%
7,500
1206
$214K ﹤0.01%
+11,361
1207
$213K ﹤0.01%
1,251
+21
1208
$213K ﹤0.01%
8,601
-7,501
1209
$212K ﹤0.01%
93,560
1210
$212K ﹤0.01%
2,578
-199
1211
$212K ﹤0.01%
+14,638
1212
$211K ﹤0.01%
184
+21
1213
$211K ﹤0.01%
6,713
-300
1214
$210K ﹤0.01%
3,429
-7,639
1215
$210K ﹤0.01%
3,400
+259
1216
$209K ﹤0.01%
4,640
+34
1217
$209K ﹤0.01%
18,478
1218
$208K ﹤0.01%
4,543
-117
1219
$208K ﹤0.01%
+5,173
1220
$208K ﹤0.01%
4,999
+393
1221
$208K ﹤0.01%
1,584
+2
1222
$208K ﹤0.01%
+1,132
1223
$208K ﹤0.01%
8,130
-1,415
1224
$207K ﹤0.01%
+12,320
1225
$207K ﹤0.01%
1,967
-41