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
876
$441K 0.01%
+14,172
877
$441K 0.01%
4,871
-958
878
$439K 0.01%
3,536
-3,184
879
$436K 0.01%
25,792
+540
880
$436K 0.01%
2,503
+50
881
$432K 0.01%
6,985
-820
882
$431K 0.01%
14,344
+170
883
$431K 0.01%
14,611
-4,877
884
$430K 0.01%
1,726
-270
885
$430K 0.01%
10,080
+3,261
886
$430K 0.01%
7,118
+614
887
$429K 0.01%
26,075
+1,530
888
$428K 0.01%
5,354
+51
889
$428K 0.01%
10,040
-7,552
890
$428K 0.01%
8,083
+3,340
891
$427K 0.01%
5,142
-1,945
892
$427K 0.01%
6,470
893
$426K 0.01%
27,103
+15
894
$426K 0.01%
13,542
-51
895
$426K 0.01%
91,078
+6,295
896
$425K 0.01%
9,928
+4
897
$425K 0.01%
74,904
-325
898
$424K 0.01%
14,950
899
$424K 0.01%
8,016
+2,180
900
$424K 0.01%
10,726
+1,577
34 35
36
37 38