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
$4.39B
AUM Growth
-$620M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,511
New
Increased
Reduced
Closed

Top Sells

1 +$59.6M
2 +$32.7M
3 +$22.2M
4
EH
EHang Holdings
EH
+$9.33M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$6.82M

Sector Composition

1 Technology 8.04%
2 Consumer Discretionary 4.38%
3 Financials 3.86%
4 Industrials 3.44%
5 Healthcare 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1301
$99K ﹤0.01%
1,617
-347
1302
$98K ﹤0.01%
11,734
+1,596
1303
$95K ﹤0.01%
10,163
-13,751
1304
$92K ﹤0.01%
14,847
-3,099
1305
$88K ﹤0.01%
11,701
-225
1306
$84K ﹤0.01%
26,845
+7,732
1307
$83K ﹤0.01%
27,955
+5,440
1308
$81K ﹤0.01%
11,964
-3,200
1309
$80K ﹤0.01%
16,940
1310
$80K ﹤0.01%
12,684
-1,556
1311
$79K ﹤0.01%
14,500
1312
$75K ﹤0.01%
20,940
+584
1313
$75K ﹤0.01%
10,325
-19,482
1314
$69K ﹤0.01%
1,217
1315
$69K ﹤0.01%
+2,763
1316
$67K ﹤0.01%
23,669
+8,277
1317
$67K ﹤0.01%
3,408
+24
1318
$64K ﹤0.01%
+775
1319
$62K ﹤0.01%
16,600
-2,000
1320
$56K ﹤0.01%
+10,496
1321
$51K ﹤0.01%
+13,400
1322
$49K ﹤0.01%
17,580
-1,059
1323
$48K ﹤0.01%
1,691
+502
1324
$46K ﹤0.01%
511
+84
1325
$46K ﹤0.01%
138
+3