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
426
$1.52M 0.04%
37,764
+5,104
427
$1.51M 0.04%
62,272
+8,890
428
$1.5M 0.04%
11,533
+5,757
429
$1.5M 0.04%
42,847
+2,104
430
$1.47M 0.03%
34,356
+18,095
431
$1.45M 0.03%
16,871
-15,238
432
$1.45M 0.03%
3,155
+14
433
$1.44M 0.03%
15,092
-132
434
$1.44M 0.03%
43,499
+391
435
$1.43M 0.03%
10,464
+1,632
436
$1.43M 0.03%
6,723
+433
437
$1.42M 0.03%
16,765
+522
438
$1.42M 0.03%
13,074
-644
439
$1.41M 0.03%
47,022
+3,883
440
$1.41M 0.03%
1,184,154
+3,355
441
$1.4M 0.03%
45,250
+10,700
442
$1.4M 0.03%
28,785
+1,217
443
$1.4M 0.03%
13,205
+496
444
$1.4M 0.03%
10,217
+2,833
445
$1.4M 0.03%
14,686
+592
446
$1.38M 0.03%
34,523
+1,606
447
$1.37M 0.03%
+50,312
448
$1.36M 0.03%
71,192
-700
449
$1.36M 0.03%
3,739
-9
450
$1.36M 0.03%
189,850
-810
16 17
18
19 20