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
401
$1.69M 0.04%
7,114
+193
402
$1.67M 0.04%
+86,744
403
$1.67M 0.04%
19,713
-917
404
$1.67M 0.04%
+73,089
405
$1.66M 0.04%
27,305
+4,979
406
$1.66M 0.04%
12,469
-400
407
$1.66M 0.04%
8,125
+5,242
408
$1.65M 0.04%
38,153
+4,574
409
$1.65M 0.04%
155,115
-9,063
410
$1.65M 0.04%
9,154
+153
411
$1.65M 0.04%
101,637
+1,197
412
$1.64M 0.04%
34,624
+1,756
413
$1.6M 0.04%
43,526
+3,744
414
$1.6M 0.04%
24,666
-1,574
415
$1.59M 0.04%
24,431
+10,063
416
$1.57M 0.04%
36,414
+5,014
417
$1.56M 0.04%
11,139
+41
418
$1.56M 0.04%
21,575
+5,263
419
$1.56M 0.04%
11,938
+3,073
420
$1.55M 0.04%
26,176
+5,881
421
$1.55M 0.04%
27,480
-14,082
422
$1.54M 0.04%
+58,504
423
$1.53M 0.04%
19,526
+10,119
424
$1.52M 0.04%
+97,815
425
$1.52M 0.04%
14,143
+4,229
15 16
17
18 19