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
$4.22B
AUM Growth
+$583M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,362
New
Increased
Reduced
Closed

Top Buys

1
+$70.1M
2
+$19.5M
3
+$15.7M
4
NIO icon
NIO
NIO
+$8.47M
5
HD icon
Home Depot
HD
+$6.16M

Top Sells

1
+$17.9M
2
+$17.2M
3
+$15.9M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.88M
5
WSM icon
Williams-Sonoma
WSM
+$4.49M

Sector Composition

1 Technology 8.25%
2 Consumer Discretionary 5.05%
3 Industrials 4.52%
4 Financials 4.49%
5 Healthcare 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.93M 0.05%
5,075
+1,627
377
$1.91M 0.05%
60,971
-5,667
378
$1.89M 0.04%
24,352
+19,543
379
$1.89M 0.04%
16,774
+7,283
380
$1.88M 0.04%
34,256
+3,658
381
$1.87M 0.04%
17,519
+1,446
382
$1.87M 0.04%
14,195
383
$1.86M 0.04%
9,666
-994
384
$1.86M 0.04%
24,128
+2,804
385
$1.85M 0.04%
9,831
+1,110
386
$1.84M 0.04%
9,643
-345
387
$1.82M 0.04%
56,747
-178
388
$1.8M 0.04%
61,253
+68
389
$1.78M 0.04%
6,531
+1,050
390
$1.78M 0.04%
31,769
-2,702
391
$1.77M 0.04%
17,406
+5,476
392
$1.77M 0.04%
16,783
+548
393
$1.77M 0.04%
10,701
+659
394
$1.76M 0.04%
20,662
-74
395
$1.76M 0.04%
13,159
-1,230
396
$1.73M 0.04%
48,744
+3,418
397
$1.73M 0.04%
16,868
+4,018
398
$1.71M 0.04%
28,548
-737
399
$1.7M 0.04%
54,418
+4,534
400
$1.7M 0.04%
53,324
+17,277
14 15
16
17 18