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
1176
$227K 0.01%
2,728
1177
$226K 0.01%
4,700
-1,000
1178
$225K 0.01%
4,933
+425
1179
$225K 0.01%
13,809
+2,281
1180
$225K 0.01%
10,650
-5,632
1181
$224K 0.01%
4,130
1182
$224K 0.01%
+10,331
1183
$224K 0.01%
+5,858
1184
$223K 0.01%
15,931
+3,632
1185
$223K 0.01%
+2,722
1186
$222K 0.01%
1,053
+33
1187
$221K 0.01%
8,520
-971
1188
$220K 0.01%
4,999
-4,460
1189
$220K 0.01%
10,029
-7,519
1190
$220K 0.01%
4,750
-68
1191
$220K 0.01%
+3,268
1192
$220K 0.01%
+6,000
1193
$219K 0.01%
6,336
+58
1194
$218K 0.01%
+8,505
1195
$217K 0.01%
+3,015
1196
$217K 0.01%
+8,737
1197
$216K 0.01%
+15,408
1198
$216K 0.01%
+6,948
1199
$215K 0.01%
+380
1200
$215K 0.01%
1,590
-35
46 47
48
49 50