CA

Cetera Advisors Portfolio holdings

AUM $12.7B
1-Year Est. Return 22.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.7%
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
1,510
New
Increased
Reduced
Closed

Top Sells

1 +$65.5M
2 +$32.7M
3 +$18.8M
4
EH
EHang Holdings
EH
+$9.33M
5
CCL icon
Carnival Corp
CCL
+$6.95M

Sector Composition

1 Technology 8.04%
2 Consumer Discretionary 4.38%
3 Financials 3.87%
4 Industrials 3.44%
5 Healthcare 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1476
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1477
-8,529
1478
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1479
-1,417
1480
-11,967
1481
-1,978
1482
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1483
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1484
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1485
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1486
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1487
-106,637
1488
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1489
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1490
-7,773
1491
-16,086
1492
-3,388
1493
-143,489
1494
-3,375
1495
-5,160
1496
-20,451