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
726
$622K 0.01%
28,806
+2,075
727
$620K 0.01%
1,128
-84
728
$619K 0.01%
10,040
+52
729
$619K 0.01%
6,973
+1,148
730
$618K 0.01%
13,365
-1,394
731
$616K 0.01%
18,133
+5,572
732
$615K 0.01%
3,002
+411
733
$611K 0.01%
20,731
734
$607K 0.01%
5,266
+2,197
735
$605K 0.01%
8,777
-805
736
$605K 0.01%
10,158
+2,210
737
$603K 0.01%
27,759
-2,031
738
$602K 0.01%
35,288
+800
739
$601K 0.01%
5,223
+554
740
$597K 0.01%
23,305
+3,363
741
$596K 0.01%
12,288
+2,677
742
$593K 0.01%
8,658
+776
743
$593K 0.01%
6,218
+907
744
$592K 0.01%
+18,009
745
$591K 0.01%
11,860
+908
746
$591K 0.01%
51,781
+10,602
747
$590K 0.01%
33,936
-888
748
$589K 0.01%
17,289
-513
749
$588K 0.01%
14,494
+1,900
750
$588K 0.01%
12,140
-1,424
28 29
30
31 32