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 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$423K 0.01%
2,542
-841
902
$420K 0.01%
2,092
-36
903
$419K 0.01%
5,537
+695
904
$417K 0.01%
7,965
-499
905
$417K 0.01%
4,690
+950
906
$413K 0.01%
24,259
-935
907
$413K 0.01%
11,089
+936
908
$413K 0.01%
3,678
-54
909
$413K 0.01%
6,078
+1,058
910
$412K 0.01%
2,064
-14
911
$410K 0.01%
14,189
+275
912
$410K 0.01%
3,688
+210
913
$410K 0.01%
2,268
-72
914
$408K 0.01%
7,790
-110
915
$405K 0.01%
2,787
+102
916
$403K 0.01%
1,816
917
$403K 0.01%
2,050
+108
918
$401K 0.01%
8,866
+2,238
919
$400K 0.01%
3,346
+46
920
$397K 0.01%
+6,805
921
$397K 0.01%
6,810
+1,051
922
$396K 0.01%
18,745
+3,834
923
$394K 0.01%
4,014
-177
924
$393K 0.01%
8,652
+3,814
925
$393K 0.01%
3,878
+111
35 36
37
38 39