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
1476
-5,719
1477
-5,192
1478
-3,636
1479
-1,843
1480
-5,871
1481
-25,555
1482
-2,772
1483
-1,818
1484
-10,758
1485
-13,090
1486
-4,332
1487
-8,282
1488
-26,520
1489
-49,114
1490
-2,002
1491
-959
1492
-14,875
1493
-2,684
1494
-15,500
1495
-82,149
1496
-22,260
1497
-4,957
1498
-14,715
1499
-9,879
1500
-3,175