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
676
$710K 0.02%
19,051
-774
677
$707K 0.02%
14,840
+610
678
$707K 0.02%
28,140
+100
679
$706K 0.02%
4,192
+1,853
680
$705K 0.02%
4,711
+420
681
$696K 0.02%
5,506
+102
682
$695K 0.02%
466
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683
$695K 0.02%
18,420
+3,195
684
$690K 0.02%
13,919
+2,143
685
$689K 0.02%
25,763
-4,049
686
$683K 0.02%
3,210
+231
687
$681K 0.02%
9,147
+1
688
$680K 0.02%
7,914
-479
689
$678K 0.02%
47,511
-6,288
690
$677K 0.02%
16,809
+4,505
691
$676K 0.02%
8,158
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692
$676K 0.02%
11,643
+5,072
693
$672K 0.02%
10,866
-348
694
$672K 0.02%
44,557
-6,341
695
$669K 0.02%
72,113
+22,851
696
$669K 0.02%
+31,350
697
$665K 0.02%
6,643
-1,208
698
$663K 0.02%
10,166
+302
699
$660K 0.02%
29,732
+3,917
700
$658K 0.02%
14,036
-3,837
26 27
28
29 30