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
$817M
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
637
New
Increased
Reduced
Closed

Top Buys

1 +$7.2M
2 +$3.49M
3 +$3.09M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.66M
5
VTV icon
Vanguard Value ETF
VTV
+$2.27M

Sector Composition

1 Technology 7.12%
2 Healthcare 3.66%
3 Financials 3.61%
4 Communication Services 3.38%
5 Consumer Discretionary 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$659K 0.08%
9,126
+682
252
$655K 0.08%
8,926
+1,260
253
$654K 0.08%
24,090
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254
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17,683
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255
$651K 0.08%
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256
$648K 0.08%
24,684
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257
$646K 0.08%
5,491
-37
258
$644K 0.08%
4,332
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259
$640K 0.08%
7,729
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260
$639K 0.08%
+13,092
261
$636K 0.08%
6,430
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262
$633K 0.08%
15,133
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263
$630K 0.08%
5,095
-1,294
264
$624K 0.08%
46,809
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265
$621K 0.08%
9,186
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$619K 0.08%
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$618K 0.08%
27,897
-4,067
268
$617K 0.08%
40,442
+3,729
269
$616K 0.08%
+33,980
270
$608K 0.07%
25,760
+10,108
271
$605K 0.07%
4,540
-105
272
$604K 0.07%
31,629
+2,889
273
$603K 0.07%
4,970
-1,125
274
$592K 0.07%
700
-26
275
$585K 0.07%
19,422
+1,698