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
$4.94B
AUM Growth
-$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,534
New
Increased
Reduced
Closed

Top Sells

1 +$62M
2 +$47.5M
3 +$41.7M
4
TSLA icon
Tesla
TSLA
+$34.4M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$31.9M

Sector Composition

1 Technology 8.93%
2 Consumer Discretionary 5.48%
3 Financials 4.27%
4 Industrials 3.88%
5 Healthcare 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
$587K 0.01%
14,525
+5,756
827
$586K 0.01%
16,623
+4,230
828
$584K 0.01%
19,174
+6,190
829
$583K 0.01%
1,933
+42
830
$579K 0.01%
36,200
-83,500
831
$578K 0.01%
56,813
+29,283
832
$578K 0.01%
226,510
-199,997
833
$578K 0.01%
14,073
-3,489
834
$577K 0.01%
1,516
+18
835
$577K 0.01%
13,591
+956
836
$576K 0.01%
19,873
-7,917
837
$575K 0.01%
52,872
-10,939
838
$575K 0.01%
8,988
-478
839
$571K 0.01%
6,424
+488
840
$571K 0.01%
19,276
-663
841
$570K 0.01%
3,024
+346
842
$570K 0.01%
12,036
-627
843
$568K 0.01%
+7,899
844
$568K 0.01%
36,037
+157
845
$568K 0.01%
11,640
+653
846
$568K 0.01%
1,786
+36
847
$565K 0.01%
22,564
-12,031
848
$565K 0.01%
5,292
+1,969
849
$564K 0.01%
22,728
-11,295
850
$561K 0.01%
46,601
+5,571