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
926
$393K 0.01%
15,868
+5,187
927
$392K 0.01%
+4,570
928
$391K 0.01%
17,529
+2,500
929
$391K 0.01%
+6,102
930
$390K 0.01%
34,500
+6,800
931
$390K 0.01%
382
+58
932
$390K 0.01%
64,476
+210
933
$389K 0.01%
6,598
+235
934
$387K 0.01%
13,671
+5,641
935
$385K 0.01%
14,970
+3,536
936
$383K 0.01%
4,384
-670
937
$381K 0.01%
+16,684
938
$380K 0.01%
12,460
939
$380K 0.01%
8,534
+264
940
$379K 0.01%
12,158
+533
941
$378K 0.01%
2,588
+152
942
$378K 0.01%
18,294
+2,359
943
$377K 0.01%
5,173
+35
944
$376K 0.01%
9,650
945
$375K 0.01%
2,448
+1,140
946
$374K 0.01%
35,282
+5,375
947
$373K 0.01%
6,076
-188
948
$372K 0.01%
22,572
+545
949
$371K 0.01%
1,071
-179
950
$371K 0.01%
3,801
-58
36 37
38
39 40