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
276
$582K 0.07%
15,665
+1,105
277
$574K 0.07%
45,376
+9,568
278
$571K 0.07%
12,560
+3,436
279
$570K 0.07%
17,467
+1,701
280
$566K 0.07%
42,470
+102
281
$565K 0.07%
18,430
-1,105
282
$558K 0.07%
+18,924
283
$557K 0.07%
26,467
+3,952
284
$556K 0.07%
10,171
-564
285
$539K 0.07%
3,941
+691
286
$537K 0.07%
4,199
-73
287
$537K 0.07%
5,612
-1,443
288
$536K 0.07%
16,690
+670
289
$536K 0.07%
+30,267
290
$532K 0.07%
41,921
+2
291
$530K 0.06%
24,077
+8,934
292
$528K 0.06%
+17,626
293
$527K 0.06%
12,630
+1,480
294
$523K 0.06%
4,279
+100
295
$521K 0.06%
17,308
-426
296
$521K 0.06%
17,224
-11,585
297
$518K 0.06%
29,958
-190
298
$517K 0.06%
145,085
-6,610
299
$507K 0.06%
16,686
+7,062
300
$507K 0.06%
23,722
+3,242