CA

Cetera Advisors Portfolio holdings

AUM $12.7B
1-Year Est. Return 22.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.7%
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 +$59.3M
2 +$45.9M
3 +$40.3M
4
TSLA icon
Tesla
TSLA
+$32.8M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$31M

Sector Composition

1 Technology 8.91%
2 Consumer Discretionary 5.48%
3 Financials 4.3%
4 Industrials 3.88%
5 Healthcare 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1426
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1427
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1428
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1429
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1430
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1431
-7,063
1432
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1433
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1434
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1435
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1436
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1437
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1438
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1439
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1440
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1441
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1442
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1443
-21,788
1444
-17,000
1445
-12,950
1446
-5,484
1447
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1448
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1449
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1450
-1,484