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
1426
-7,794
1427
-4,850
1428
-10,000
1429
-4,285
1430
-15,493
1431
-17,410
1432
-5,573
1433
-72,054
1434
-8,109
1435
-982
1436
-17,558
1437
-13,966
1438
-4,614
1439
-14,475
1440
-16,098
1441
-3,635
1442
-10,100
1443
-12,700
1444
-21,750
1445
-5,333
1446
-3,416
1447
-2,641
1448
-3,009
1449
-5,316
1450
-3,067