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
$4.94B
AUM Growth
-$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,534
New
Increased
Reduced
Closed

Top Sells

1 +$62M
2 +$47.5M
3 +$41.7M
4
TSLA icon
Tesla
TSLA
+$34.4M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$31.9M

Sector Composition

1 Technology 8.93%
2 Consumer Discretionary 5.48%
3 Financials 4.27%
4 Industrials 3.88%
5 Healthcare 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1076
$333K 0.01%
1,426
-3,555
1077
$332K 0.01%
505
-378
1078
$330K 0.01%
15,124
+4,693
1079
$330K 0.01%
12,864
+3,196
1080
$330K 0.01%
6,678
-767
1081
$329K 0.01%
1,900
1082
$329K 0.01%
4,406
+558
1083
$326K 0.01%
10,000
+1,000
1084
$325K 0.01%
7,291
+463
1085
$325K 0.01%
3,058
-216
1086
$324K 0.01%
12,038
-3,062
1087
$324K 0.01%
14,865
+4,045
1088
$323K 0.01%
38,402
-1,215
1089
$321K 0.01%
13,828
+2,270
1090
$319K 0.01%
7,106
+298
1091
$319K 0.01%
1,425
-4,731
1092
$317K 0.01%
13,966
+5,006
1093
$317K 0.01%
13,090
+390
1094
$317K 0.01%
10,380
-12,350
1095
$316K 0.01%
18,858
+42
1096
$316K 0.01%
12,774
-5,358
1097
$316K 0.01%
32,533
-2,693
1098
$315K 0.01%
4,352
-349
1099
$315K 0.01%
+5,672
1100
$313K 0.01%
2,356
-226