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
1276
$216K ﹤0.01%
+3,319
1277
$216K ﹤0.01%
6,794
1278
$216K ﹤0.01%
+3,823
1279
$216K ﹤0.01%
+1,978
1280
$214K ﹤0.01%
5,303
1281
$214K ﹤0.01%
+7,773
1282
$213K ﹤0.01%
4,714
1283
$213K ﹤0.01%
750
-230
1284
$213K ﹤0.01%
15,000
1285
$213K ﹤0.01%
14,301
+2,370
1286
$212K ﹤0.01%
14,861
+1,792
1287
$212K ﹤0.01%
3,534
+66
1288
$211K ﹤0.01%
12,210
-25
1289
$211K ﹤0.01%
6,059
+346
1290
$209K ﹤0.01%
6,131
-340
1291
$209K ﹤0.01%
8,393
-6,018
1292
$208K ﹤0.01%
+12,560
1293
$208K ﹤0.01%
+6,904
1294
$207K ﹤0.01%
4,266
-1,399
1295
$207K ﹤0.01%
5,635
-2,685
1296
$206K ﹤0.01%
+2,871
1297
$206K ﹤0.01%
+3,750
1298
$205K ﹤0.01%
1,985
-890
1299
$205K ﹤0.01%
3,151
-141
1300
$203K ﹤0.01%
8,022
-733