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
1276
$147K ﹤0.01%
14,501
-5,795
1277
$143K ﹤0.01%
16,616
-898
1278
$141K ﹤0.01%
15,164
1279
$135K ﹤0.01%
1,335
-123
1280
$132K ﹤0.01%
14,463
+4,343
1281
$130K ﹤0.01%
1,993
+46
1282
$129K ﹤0.01%
18,890
+3,550
1283
$112K ﹤0.01%
22,550
-155
1284
$105K ﹤0.01%
41,928
+12,866
1285
$105K ﹤0.01%
16,440
1286
$104K ﹤0.01%
+10,500
1287
$104K ﹤0.01%
+26,520
1288
$102K ﹤0.01%
38,416
-583
1289
$99K ﹤0.01%
14,500
1290
$99K ﹤0.01%
+1,859
1291
$93K ﹤0.01%
1,557
-32
1292
$92K ﹤0.01%
17,350
1293
$90K ﹤0.01%
3,672
+750
1294
$88K ﹤0.01%
41,940
1295
$83K ﹤0.01%
17,919
1296
$77K ﹤0.01%
19,131
+925
1297
$73K ﹤0.01%
17,404
+500
1298
$69K ﹤0.01%
+10,664
1299
$60K ﹤0.01%
3,370
+698
1300
$53K ﹤0.01%
+115
50 51
52
53 54