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
1251
$229K ﹤0.01%
15,293
-2,463
1252
$229K ﹤0.01%
28,962
-49,206
1253
$228K ﹤0.01%
+4,217
1254
$228K ﹤0.01%
21,175
+2,984
1255
$227K ﹤0.01%
18,478
1256
$226K ﹤0.01%
21,180
-725
1257
$225K ﹤0.01%
13,176
+1,029
1258
$225K ﹤0.01%
2,600
1259
$224K ﹤0.01%
3,363
+720
1260
$224K ﹤0.01%
163
+1
1261
$223K ﹤0.01%
4,810
1262
$222K ﹤0.01%
3,920
-536
1263
$222K ﹤0.01%
5,620
-46
1264
$221K ﹤0.01%
15,428
-15,836
1265
$221K ﹤0.01%
+3,375
1266
$220K ﹤0.01%
2,411
+10
1267
$220K ﹤0.01%
572
+71
1268
$219K ﹤0.01%
1,644
1269
$219K ﹤0.01%
+3,141
1270
$218K ﹤0.01%
6,679
-58
1271
$218K ﹤0.01%
5,194
+740
1272
$218K ﹤0.01%
+3,795
1273
$217K ﹤0.01%
13,874
1274
$217K ﹤0.01%
4,875
-45
1275
$217K ﹤0.01%
8,967
-5,923