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
$4.94B
AUM Growth
-$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,534
New
Increased
Reduced
Closed

Top Sells

1 +$62M
2 +$47.5M
3 +$41.7M
4
TSLA icon
Tesla
TSLA
+$34.4M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$31.9M

Sector Composition

1 Technology 8.93%
2 Consumer Discretionary 5.48%
3 Financials 4.27%
4 Industrials 3.88%
5 Healthcare 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1301
$208K ﹤0.01%
+1,445
1302
$208K ﹤0.01%
+7,540
1303
$208K ﹤0.01%
1,333
+17
1304
$208K ﹤0.01%
4,155
-165
1305
$207K ﹤0.01%
1,686
-586
1306
$207K ﹤0.01%
+12,942
1307
$207K ﹤0.01%
+2,772
1308
$207K ﹤0.01%
5,713
-781
1309
$207K ﹤0.01%
1,734
-1,412
1310
$206K ﹤0.01%
+3,009
1311
$206K ﹤0.01%
4,110
-2,867
1312
$206K ﹤0.01%
+665
1313
$206K ﹤0.01%
5,042
+146
1314
$206K ﹤0.01%
+1,909
1315
$205K ﹤0.01%
5,573
-9,395
1316
$205K ﹤0.01%
3,693
-2,106
1317
$205K ﹤0.01%
4,440
-1,000
1318
$205K ﹤0.01%
8,405
-480
1319
$204K ﹤0.01%
+1,009
1320
$204K ﹤0.01%
+8,379
1321
$203K ﹤0.01%
+2,875
1322
$203K ﹤0.01%
+1,810
1323
$203K ﹤0.01%
2,790
-700
1324
$202K ﹤0.01%
13,247
+26
1325
$202K ﹤0.01%
3,635
-2,355