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
1226
$205K ﹤0.01%
5,628
+102
1227
$205K ﹤0.01%
5,705
-85,910
1228
$205K ﹤0.01%
3,470
-10
1229
$204K ﹤0.01%
+5,551
1230
$203K ﹤0.01%
+6,904
1231
$203K ﹤0.01%
+1,243
1232
$203K ﹤0.01%
+3,206
1233
$203K ﹤0.01%
+3,606
1234
$202K ﹤0.01%
+1,019
1235
$202K ﹤0.01%
+2,696
1236
$202K ﹤0.01%
10,183
-5,890
1237
$202K ﹤0.01%
+7,088
1238
$202K ﹤0.01%
+3,777
1239
$202K ﹤0.01%
6,625
+615
1240
$202K ﹤0.01%
+7,980
1241
$201K ﹤0.01%
3,040
-22,105
1242
$200K ﹤0.01%
2,543
-5,143
1243
$200K ﹤0.01%
+10,095
1244
$200K ﹤0.01%
+1,867
1245
$198K ﹤0.01%
23,592
-20,797
1246
$196K ﹤0.01%
+11,850
1247
$189K ﹤0.01%
46,839
1248
$188K ﹤0.01%
+12,037
1249
$187K ﹤0.01%
+11,008
1250
$183K ﹤0.01%
14,964
48 49
50
51 52