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
1051
$296K 0.01%
484
-40
1052
$296K 0.01%
2,049
-145
1053
$295K 0.01%
+16,333
1054
$294K 0.01%
1,019
-36
1055
$294K 0.01%
3,850
+80
1056
$293K 0.01%
+6,576
1057
$293K 0.01%
5,148
-1,040
1058
$293K 0.01%
+24,880
1059
$292K 0.01%
23,199
+3,560
1060
$292K 0.01%
9,615
-784
1061
$291K 0.01%
4,154
-215
1062
$291K 0.01%
29,211
+15,593
1063
$290K 0.01%
2,083
1064
$290K 0.01%
3,206
+332
1065
$290K 0.01%
7,276
+1,150
1066
$289K 0.01%
+8,851
1067
$289K 0.01%
1,767
+196
1068
$289K 0.01%
7,803
+1,138
1069
$288K 0.01%
12,297
+63
1070
$288K 0.01%
11,584
+725
1071
$287K 0.01%
1,325
+204
1072
$287K 0.01%
1,671
+344
1073
$286K 0.01%
622
+34
1074
$285K 0.01%
6,472
1075
$283K 0.01%
4,516
-180
41 42
43
44 45