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
251
$5.1M 0.08%
487,256
-21,704
252
$5.09M 0.08%
65,708
-1,859
253
$5.01M 0.08%
18,998
+110
254
$5M 0.08%
117,300
+790
255
$5M 0.08%
75,228
+10
256
$4.96M 0.08%
104,857
+12,581
257
$4.95M 0.08%
+226,133
258
$4.91M 0.08%
64,603
+2,675
259
$4.91M 0.08%
36,355
+4,028
260
$4.87M 0.08%
109,549
+32,960
261
$4.86M 0.08%
41,263
+5,232
262
$4.85M 0.08%
87,710
+3,645
263
$4.84M 0.08%
21,858
-4,257
264
$4.8M 0.08%
113,902
+2,180
265
$4.76M 0.08%
319,656
+94,143
266
$4.74M 0.08%
37,317
-7,511
267
$4.72M 0.08%
36,030
-853
268
$4.72M 0.08%
133,895
+76,019
269
$4.67M 0.07%
136,086
-5,525
270
$4.66M 0.07%
48,697
-1,941
271
$4.65M 0.07%
22,402
+225
272
$4.65M 0.07%
89,420
-12,792
273
$4.64M 0.07%
113,495
+420
274
$4.61M 0.07%
136,879
+40,958
275
$4.61M 0.07%
68,287
-2,647
9 10
11
12 13