Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $86B
1-Year Est. Return 17.65%
This Quarter Est. Return
1 Year Est. Return
+17.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.29B
AUM Growth
-$677M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,981
New
Increased
Reduced
Closed

Top Buys

1
+$72.1M
2
+$18.5M
3
+$11.1M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.3M
5
AMZN icon
Amazon
AMZN
+$10.3M

Top Sells

1
+$11.4M
2
+$8.69M
3
+$8.28M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$6.2M
5
VDE icon
Vanguard Energy ETF
VDE
+$5.68M

Sector Composition

1 Technology 9.95%
2 Healthcare 5.71%
3 Financials 4.73%
4 Consumer Discretionary 3.83%
5 Industrials 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.99M 0.1%
97,789
+75,747
227
$5.95M 0.09%
57,625
+38
228
$5.92M 0.09%
128,556
+4,080
229
$5.91M 0.09%
+283,652
230
$5.85M 0.09%
81,289
+4,020
231
$5.83M 0.09%
59,834
+763
232
$5.81M 0.09%
139,102
+9,661
233
$5.78M 0.09%
107,466
-12,118
234
$5.76M 0.09%
218,505
-8,747
235
$5.76M 0.09%
19,222
+2,291
236
$5.75M 0.09%
42,807
-6,601
237
$5.66M 0.09%
9,287
+124
238
$5.57M 0.09%
58,989
-37,225
239
$5.54M 0.09%
11,648
-1,431
240
$5.53M 0.09%
107,079
+3,729
241
$5.52M 0.09%
142,360
-3,852
242
$5.45M 0.09%
39,667
+2,836
243
$5.43M 0.09%
222,937
+27,761
244
$5.42M 0.09%
128,706
+5,232
245
$5.39M 0.09%
257,102
+234,339
246
$5.32M 0.08%
187,686
+1,459
247
$5.26M 0.08%
246,545
+27,227
248
$5.18M 0.08%
125,365
-1,015
249
$5.17M 0.08%
191,540
+1,647
250
$5.15M 0.08%
154,285
+20,851
8 9
10
11 12