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
1201
$215K 0.01%
+2,283
1202
$215K 0.01%
+8,405
1203
$214K 0.01%
3,626
-107
1204
$214K 0.01%
20,542
1205
$213K 0.01%
+2,878
1206
$213K 0.01%
8,324
-392
1207
$212K 0.01%
+153
1208
$211K 0.01%
+1,001
1209
$211K 0.01%
+1,924
1210
$211K 0.01%
7,202
-169
1211
$211K 0.01%
1,846
-760
1212
$211K 0.01%
+2,429
1213
$210K 0.01%
6,558
-29
1214
$210K 0.01%
4,405
-1,757
1215
$209K 0.01%
+2,402
1216
$209K 0.01%
+6,479
1217
$209K 0.01%
4,206
1218
$209K 0.01%
4,605
1219
$209K 0.01%
3,311
-139
1220
$208K ﹤0.01%
+1,885
1221
$207K ﹤0.01%
+4,325
1222
$206K ﹤0.01%
+6,999
1223
$206K ﹤0.01%
+2,031
1224
$206K ﹤0.01%
4,639
-823
1225
$205K ﹤0.01%
+7,513
47 48
49
50 51