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
1226
$237K ﹤0.01%
2,468
+271
1227
$236K ﹤0.01%
3,203
+23
1228
$235K ﹤0.01%
+6,421
1229
$235K ﹤0.01%
+14,424
1230
$235K ﹤0.01%
2,159
1231
$235K ﹤0.01%
47,544
+4,391
1232
$234K ﹤0.01%
5,104
-744
1233
$234K ﹤0.01%
12,025
+17
1234
$234K ﹤0.01%
3,571
-804
1235
$234K ﹤0.01%
+1,741
1236
$232K ﹤0.01%
4,096
-10,246
1237
$232K ﹤0.01%
24,181
-3,193
1238
$232K ﹤0.01%
8,619
+651
1239
$232K ﹤0.01%
5,593
+551
1240
$231K ﹤0.01%
+2,160
1241
$231K ﹤0.01%
+48,227
1242
$231K ﹤0.01%
1,927
+502
1243
$231K ﹤0.01%
1,318
+18
1244
$231K ﹤0.01%
4,562
-2,116
1245
$230K ﹤0.01%
+12,388
1246
$230K ﹤0.01%
1,470
+124
1247
$229K ﹤0.01%
2,086
+3
1248
$229K ﹤0.01%
+35,000
1249
$229K ﹤0.01%
2,008
+196
1250
$229K ﹤0.01%
1,515
-853