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
776
$558K 0.01%
28,338
+5,995
777
$557K 0.01%
15,509
+3,266
778
$557K 0.01%
22,180
+546
779
$556K 0.01%
17,079
-5,250
780
$556K 0.01%
14,099
+5,288
781
$554K 0.01%
6,842
-428
782
$553K 0.01%
52,905
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783
$551K 0.01%
797
+116
784
$551K 0.01%
3,659
-113
785
$547K 0.01%
7,379
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786
$547K 0.01%
14,690
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$547K 0.01%
10,597
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788
$546K 0.01%
35,608
-5,876
789
$544K 0.01%
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790
$544K 0.01%
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791
$543K 0.01%
8,236
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$540K 0.01%
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793
$539K 0.01%
101,312
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794
$535K 0.01%
6,090
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795
$533K 0.01%
9,694
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796
$532K 0.01%
1,768
-16
797
$532K 0.01%
6,294
+515
798
$531K 0.01%
7,717
-121
799
$531K 0.01%
34,494
+17,411
800
$530K 0.01%
7,566
-2,347
30 31
32
33 34