Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $91.5B
1-Year Est. Return 19.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$59.3B
AUM Growth
+$7.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,183
New
Increased
Reduced
Closed

Top Sells

1 +$181M
2 +$64.5M
3 +$40.6M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$35.2M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$34M

Sector Composition

1 Technology 10.41%
2 Financials 4.51%
3 Consumer Discretionary 3.41%
4 Industrials 2.94%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2601
$780K ﹤0.01%
28,221
+7,607
2602
$777K ﹤0.01%
7,594
+465
2603
$776K ﹤0.01%
57,009
-6,777
2604
$776K ﹤0.01%
14,245
-1,490
2605
$776K ﹤0.01%
39,344
+1,140
2606
$776K ﹤0.01%
7,424
-3,178
2607
$775K ﹤0.01%
201,397
+66,939
2608
$772K ﹤0.01%
5,881
-397
2609
$768K ﹤0.01%
15,087
-2,457
2610
$767K ﹤0.01%
132,170
+1,576
2611
$767K ﹤0.01%
79,191
+5,421
2612
$764K ﹤0.01%
5,203
+1,109
2613
$764K ﹤0.01%
6,022
-443
2614
$764K ﹤0.01%
16,131
+226
2615
$763K ﹤0.01%
20,971
+2,361
2616
$763K ﹤0.01%
19,951
+5,249
2617
$763K ﹤0.01%
6,174
-1
2618
$763K ﹤0.01%
35,672
+5,362
2619
$762K ﹤0.01%
36,617
+577
2620
$762K ﹤0.01%
25,355
-150
2621
$761K ﹤0.01%
22,216
+805
2622
$760K ﹤0.01%
29,249
+13,204
2623
$759K ﹤0.01%
60,846
+2,425
2624
$759K ﹤0.01%
3,199
+1,348
2625
$759K ﹤0.01%
21,023
+307