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
1326
$202K ﹤0.01%
2,377
-2,366
1327
$202K ﹤0.01%
+2,197
1328
$201K ﹤0.01%
+5,316
1329
$201K ﹤0.01%
9,686
-4,478
1330
$201K ﹤0.01%
+7,932
1331
$200K ﹤0.01%
4,850
-4,850
1332
$200K ﹤0.01%
4,714
-964
1333
$200K ﹤0.01%
+1,824
1334
$200K ﹤0.01%
+4,454
1335
$200K ﹤0.01%
+3,680
1336
$199K ﹤0.01%
+12,477
1337
$197K ﹤0.01%
12,176
-2,774
1338
$196K ﹤0.01%
+10,885
1339
$191K ﹤0.01%
13,069
+1,099
1340
$191K ﹤0.01%
14,951
-980
1341
$185K ﹤0.01%
17,366
-445
1342
$184K ﹤0.01%
1,440
-497
1343
$183K ﹤0.01%
12,037
1344
$181K ﹤0.01%
+24,535
1345
$180K ﹤0.01%
11,216
+665
1346
$178K ﹤0.01%
+13,607
1347
$178K ﹤0.01%
58,200
1348
$177K ﹤0.01%
14,965
1349
$177K ﹤0.01%
10,787
-2,907
1350
$173K ﹤0.01%
2,026
+251