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
101
$10.6M 0.21%
284,299
-15,206
102
$10.5M 0.21%
64,599
+7,429
103
$10.5M 0.21%
140,589
-36,343
104
$10.3M 0.21%
194,609
+45,519
105
$10.1M 0.2%
499,462
+390,222
106
$9.95M 0.2%
205,733
+42,079
107
$9.88M 0.2%
124,751
+6,113
108
$9.86M 0.2%
198,884
+40,711
109
$9.85M 0.2%
109,096
+6,038
110
$9.81M 0.2%
348,486
+7,289
111
$9.77M 0.2%
133,832
-1,619
112
$9.66M 0.19%
88,151
+20,237
113
$9.66M 0.19%
526,010
+20,970
114
$9.42M 0.19%
93,102
-2,586
115
$9.36M 0.19%
244,119
+7,233
116
$9.33M 0.19%
777,931
+246,116
117
$9.31M 0.19%
18,976
+2,056
118
$9.17M 0.18%
86,784
+2,674
119
$9.11M 0.18%
97,015
-845
120
$9.05M 0.18%
119,236
+5,668
121
$8.99M 0.18%
72,201
+15,857
122
$8.66M 0.17%
174,474
-4,440
123
$8.62M 0.17%
52,009
-21,772
124
$8.57M 0.17%
344,174
+20,683
125
$8.38M 0.17%
301,199
+49,760