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
851
$466K 0.01%
+14,844
852
$465K 0.01%
4,833
-111
853
$462K 0.01%
+6,725
854
$462K 0.01%
11,502
+2,085
855
$460K 0.01%
25,430
+4,530
856
$460K 0.01%
9,983
+4,271
857
$460K 0.01%
869
+360
858
$458K 0.01%
22,175
+1,000
859
$456K 0.01%
10,667
+959
860
$455K 0.01%
8,715
-1,017
861
$455K 0.01%
2,298
+763
862
$451K 0.01%
206
+5
863
$451K 0.01%
3,115
-127
864
$451K 0.01%
655
865
$450K 0.01%
1,238
+37
866
$449K 0.01%
4,457
867
$449K 0.01%
1,631
-1,877
868
$448K 0.01%
7,813
+580
869
$447K 0.01%
10,627
+2,785
870
$446K 0.01%
+4,486
871
$446K 0.01%
3,326
-66
872
$445K 0.01%
8,512
+841
873
$444K 0.01%
16,833
-1,795
874
$442K 0.01%
8,100
-1,035
875
$442K 0.01%
15,992
+7,200
33 34
35
36 37