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 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1.25M 0.03%
27,852
-11
477
$1.25M 0.03%
20,687
+9
478
$1.25M 0.03%
39,133
+370
479
$1.25M 0.03%
60,586
-32,248
480
$1.25M 0.03%
53,321
+10,785
481
$1.24M 0.03%
17,523
+33
482
$1.24M 0.03%
4,292
+707
483
$1.24M 0.03%
8,372
-7,009
484
$1.23M 0.03%
23,578
+985
485
$1.23M 0.03%
3,125
+102
486
$1.23M 0.03%
46,370
+34,486
487
$1.21M 0.03%
17,314
+8,936
488
$1.21M 0.03%
14,679
+4,686
489
$1.21M 0.03%
3,939
+444
490
$1.2M 0.03%
6,968
+30
491
$1.2M 0.03%
15,055
+5,534
492
$1.2M 0.03%
20,262
+1,640
493
$1.2M 0.03%
20,994
-2,256
494
$1.19M 0.03%
9,144
+96
495
$1.17M 0.03%
75,996
-3,130
496
$1.16M 0.03%
14,961
+1,548
497
$1.16M 0.03%
22,323
+2,170
498
$1.16M 0.03%
33,868
+7,918
499
$1.16M 0.03%
18,513
-145
500
$1.15M 0.03%
45,651
-601
18 19
20
21 22