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
976
$353K 0.01%
+18,800
977
$352K 0.01%
+9,000
978
$351K 0.01%
20,676
+4,751
979
$351K 0.01%
26,720
+5,187
980
$350K 0.01%
7,340
+336
981
$350K 0.01%
6,001
-3,270
982
$349K 0.01%
+3,397
983
$348K 0.01%
20,269
+344
984
$348K 0.01%
4,321
+1
985
$348K 0.01%
14,061
+3,210
986
$347K 0.01%
9,102
-40
987
$347K 0.01%
+3,745
988
$346K 0.01%
16,000
-12,400
989
$346K 0.01%
10,059
-2,909
990
$345K 0.01%
1,183
+23
991
$345K 0.01%
+3,466
992
$345K 0.01%
+9,004
993
$345K 0.01%
4,591
+443
994
$345K 0.01%
41,117
+4,879
995
$344K 0.01%
4,912
+504
996
$343K 0.01%
+3,678
997
$343K 0.01%
6,611
-14,305
998
$341K 0.01%
5,559
+414
999
$340K 0.01%
21,700
+2,800
1000
$339K 0.01%
4,824
-5,032
38 39
40
41 42