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
1151
$240K 0.01%
+2,349
1152
$240K 0.01%
12,112
1153
$239K 0.01%
+9,490
1154
$239K 0.01%
7,220
-427
1155
$237K 0.01%
5,093
+88
1156
$237K 0.01%
6,538
-23
1157
$236K 0.01%
13,795
+1,094
1158
$236K 0.01%
+10,292
1159
$235K 0.01%
+5,822
1160
$235K 0.01%
+5,023
1161
– –
0
1162
$233K 0.01%
10,832
-4,588
1163
$233K 0.01%
+2,947
1164
$233K 0.01%
4,994
+19
1165
$232K 0.01%
1,740
1166
$231K 0.01%
24,601
-1,009
1167
$231K 0.01%
+1,634
1168
$231K 0.01%
14,715
1169
$229K 0.01%
+9,344
1170
$229K 0.01%
+946
1171
$229K 0.01%
20,189
-5,469
1172
$229K 0.01%
+3,841
1173
$228K 0.01%
2,074
+37
1174
$228K 0.01%
15,320
+195
1175
$227K 0.01%
1,797
-444
45 46
47
48 49