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
751
$586K 0.01%
9,156
+204
752
$586K 0.01%
3,870
+198
753
$586K 0.01%
11,017
+235
754
$580K 0.01%
2,780
+126
755
$579K 0.01%
9,685
+1,223
756
$577K 0.01%
13,841
+321
757
$577K 0.01%
36,018
+7,383
758
$577K 0.01%
7,304
+697
759
$574K 0.01%
21,977
-184
760
$574K 0.01%
+26,201
761
$573K 0.01%
3,608
+890
762
$571K 0.01%
8,783
+2,083
763
$571K 0.01%
7,122
-23
764
$571K 0.01%
20,958
+5,686
765
$569K 0.01%
19,462
+12,280
766
$568K 0.01%
2,226
+50
767
$567K 0.01%
1,823
+67
768
$566K 0.01%
7,668
+980
769
$565K 0.01%
5,139
+242
770
$564K 0.01%
9,128
-70
771
$562K 0.01%
24,586
+12,218
772
$562K 0.01%
5,521
+1,383
773
$562K 0.01%
+16,100
774
$561K 0.01%
18,481
+323
775
$560K 0.01%
20,720
+220
29 30
31
32 33