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
1301
$203K ﹤0.01%
+5,500
1302
$202K ﹤0.01%
43,946
1303
$201K ﹤0.01%
3,281
-184
1304
$201K ﹤0.01%
+19,912
1305
$200K ﹤0.01%
2,395
+18
1306
$200K ﹤0.01%
+2,480
1307
$200K ﹤0.01%
2,292
+16
1308
$200K ﹤0.01%
3,388
+35
1309
$197K ﹤0.01%
1,758
+318
1310
$195K ﹤0.01%
+10,437
1311
$195K ﹤0.01%
27,157
1312
$194K ﹤0.01%
13,271
+24
1313
$194K ﹤0.01%
12,606
+129
1314
$194K ﹤0.01%
14,103
+3,709
1315
$193K ﹤0.01%
+27,163
1316
$187K ﹤0.01%
10,885
1317
$176K ﹤0.01%
13,340
-684
1318
$175K ﹤0.01%
+11,857
1319
$174K ﹤0.01%
17,927
+561
1320
$173K ﹤0.01%
+10,138
1321
$170K ﹤0.01%
40,572
1322
$163K ﹤0.01%
15,993
+622
1323
$163K ﹤0.01%
10,999
+19
1324
$162K ﹤0.01%
+12,581
1325
$159K ﹤0.01%
+12,590