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
1476
-34,218
1477
-40,170
1478
-8,967
1479
-1,318
1480
-10,137
1481
-33,714
1482
-547
1483
-22,019
1484
-17,249
1485
-2,586
1486
-8,529
1487
-3,907
1488
-1,417
1489
-11,967
1490
-1,978
1491
-3,750
1492
-995
1493
-3,168
1494
-5,539
1495
-3,136
1496
-106,637
1497
-2,468