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
801
$530K 0.01%
9,240
-830
802
$530K 0.01%
1,725
+99
803
$529K 0.01%
8,481
+129
804
$525K 0.01%
8,799
805
$524K 0.01%
12,308
+2,876
806
$521K 0.01%
10,841
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807
$520K 0.01%
12,936
+247
808
$519K 0.01%
17,685
-785
809
$518K 0.01%
+5,177
810
$518K 0.01%
3,213
-45
811
$517K 0.01%
2,925
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812
$517K 0.01%
3,145
+71
813
$512K 0.01%
+19,793
814
$511K 0.01%
20,112
+3,445
815
$510K 0.01%
5,826
+485
816
$509K 0.01%
+38,426
817
$506K 0.01%
5,280
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818
$505K 0.01%
8,017
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819
$501K 0.01%
19,290
+50
820
$500K 0.01%
50,546
-5,925
821
$497K 0.01%
+23,090
822
$497K 0.01%
15,505
-1,155
823
$495K 0.01%
15,254
+239
824
$494K 0.01%
1,574
+447
825
$493K 0.01%
8,530
+121
31 32
33
34 35