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
1451
-20,008
1452
-3,795
1453
-8,230
1454
-2,159
1455
-3,299
1456
-10,164
1457
-2,823
1458
-3,955
1459
-3,151
1460
-1,127,220
1461
-4,240
1462
-13,820
1463
-3,916
1464
-12,388
1465
-8,619
1466
-5,635
1467
-5,546
1468
-5,500
1469
-759
1470
-3,681
1471
-1,927
1472
-14,407
1473
-7,453
1474
-6,233
1475
-34,218