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
1351
-3,375
1352
-5,160
1353
-20,451
1354
-14,470
1355
-12,037
1356
-10,428
1357
-19,495
1358
-12,581
1359
-222
1360
-2,442
1361
-9,110
1362
-5,895
1363
-5,990
1364
-3,575
1365
-57,205
1366
-6,505
1367
-422
1368
-9,144
1369
-3,571
1370
-1,663
1371
-24,246
1372
-5,620
1373
-2,411
1374
-110,402
1375
-5,498