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
176
$5.14M 0.12%
44,048
+2,246
177
$5.13M 0.12%
157,530
+710
178
$5.12M 0.12%
51,484
-683
179
$5.12M 0.12%
46,722
+4,954
180
$5.12M 0.12%
47,693
+5,502
181
$5.09M 0.12%
135,374
+6,198
182
$5.07M 0.12%
205,103
+20,848
183
$5.07M 0.12%
91,839
+8,607
184
$5.01M 0.12%
70,863
+2,147
185
$4.99M 0.12%
132,154
-23,163
186
$4.96M 0.12%
86,893
+1,910
187
$4.89M 0.12%
91,434
+21,095
188
$4.89M 0.12%
21,134
+254
189
$4.88M 0.12%
57,263
+345
190
$4.82M 0.11%
35,597
+6,528
191
$4.78M 0.11%
78,946
-4,034
192
$4.77M 0.11%
58,958
-124
193
$4.76M 0.11%
45,321
+2,990
194
$4.71M 0.11%
66,939
+300
195
$4.71M 0.11%
7,457
-49
196
$4.68M 0.11%
43,321
+595
197
$4.65M 0.11%
31,840
-2,270
198
$4.62M 0.11%
36,878
+23,788
199
$4.61M 0.11%
86,725
-2,628
200
$4.52M 0.11%
54,954
-736
6 7
8
9 10