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
551
$996K 0.02%
1,082
+29
552
$995K 0.02%
17,929
+1,557
553
$989K 0.02%
16,505
+6,819
554
$980K 0.02%
10,719
-137
555
$980K 0.02%
7,060
+518
556
$978K 0.02%
14,209
+34
557
$969K 0.02%
234
+155
558
$963K 0.02%
15,860
+6,046
559
$963K 0.02%
618
+208
560
$960K 0.02%
14,320
-4,996
561
$960K 0.02%
19,238
-377
562
$959K 0.02%
2,336
-39
563
$958K 0.02%
28,008
+8,937
564
$956K 0.02%
3,950
-1,089
565
$956K 0.02%
682,860
+66,851
566
$955K 0.02%
17,924
+13,726
567
$947K 0.02%
2,448
-625
568
$946K 0.02%
36,290
+2,572
569
$938K 0.02%
25,211
+6,511
570
$936K 0.02%
15,102
-138
571
$935K 0.02%
3,235
+813
572
$927K 0.02%
35,580
+12,628
573
$924K 0.02%
27,825
574
$916K 0.02%
+34,910
575
$916K 0.02%
10,225
21 22
23
24 25