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
276
$4.6M 0.07%
43,302
-45
277
$4.57M 0.07%
137,634
+4,409
278
$4.56M 0.07%
114,357
+14,385
279
$4.56M 0.07%
+127,218
280
$4.56M 0.07%
65,286
+1,974
281
$4.52M 0.07%
72,280
-139,121
282
$4.51M 0.07%
81,577
+1,622
283
$4.5M 0.07%
22,624
+259
284
$4.48M 0.07%
83,241
-1,659
285
$4.43M 0.07%
25,671
+369
286
$4.42M 0.07%
171,647
+27,117
287
$4.41M 0.07%
52,724
+6,364
288
$4.41M 0.07%
72,151
+8,009
289
$4.39M 0.07%
87,903
-41,499
290
$4.38M 0.07%
128,718
+115,128
291
$4.38M 0.07%
69,708
+8,834
292
$4.38M 0.07%
83,106
+12,580
293
$4.37M 0.07%
99,031
+83,236
294
$4.37M 0.07%
104,944
+4,275
295
$4.34M 0.07%
179,726
+132,926
296
$4.3M 0.07%
15,472
+928
297
$4.26M 0.07%
27,698
+4,124
298
$4.23M 0.07%
108,494
+5,410
299
$4.22M 0.07%
67,990
+10,676
300
$4.21M 0.07%
84,413
-5,574
10 11
12
13 14