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
826
$493K 0.01%
9,106
+4,620
827
$491K 0.01%
9,155
+234
828
$491K 0.01%
1,514
+15
829
$491K 0.01%
2,031
-234
830
$490K 0.01%
33,627
+7,358
831
$490K 0.01%
999
+70
832
$490K 0.01%
18,426
+10,426
833
$489K 0.01%
9,526
-1,622
834
$487K 0.01%
+14,129
835
$485K 0.01%
15,640
+7,550
836
$485K 0.01%
+15,610
837
$484K 0.01%
+13,030
838
$483K 0.01%
1,705
+10
839
$482K 0.01%
21,828
840
$481K 0.01%
+18,202
841
$479K 0.01%
3,097
-69
842
$478K 0.01%
11,200
+4,000
843
$478K 0.01%
10,015
+756
844
$476K 0.01%
5,918
+297
845
$473K 0.01%
+6,103
846
$472K 0.01%
+6,063
847
$472K 0.01%
13,332
-3,608
848
$470K 0.01%
7,896
-227
849
$469K 0.01%
5,034
-3,117
850
$469K 0.01%
8,880
-344
32 33
34
35 36