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
1126
$251K 0.01%
+4,386
1127
$251K 0.01%
9,120
+438
1128
$251K 0.01%
729
+110
1129
$250K 0.01%
4,376
-1,310
1130
$250K 0.01%
+2,568
1131
$249K 0.01%
3,117
-112
1132
$249K 0.01%
8,250
1133
$249K 0.01%
20,189
+1,002
1134
$248K 0.01%
2,160
-7,095
1135
$248K 0.01%
2,097
-106
1136
$248K 0.01%
10,047
-2,347
1137
$248K 0.01%
15,576
+904
1138
$248K 0.01%
1,445
-369
1139
$247K 0.01%
3,155
+1
1140
$246K 0.01%
5,310
1141
$246K 0.01%
6,374
-3,528
1142
$246K 0.01%
7,213
1143
$246K 0.01%
67,290
1144
$245K 0.01%
4,067
+22
1145
$245K 0.01%
16,160
-595
1146
$244K 0.01%
27,157
1147
$243K 0.01%
8,209
-829
1148
$243K 0.01%
+2,293
1149
$242K 0.01%
5,752
+155
1150
$241K 0.01%
10,000
44 45
46
47 48