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
301
$506K 0.06%
9,589
+1,513
302
$505K 0.06%
8,876
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$487K 0.06%
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307
$485K 0.06%
9,299
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308
$482K 0.06%
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309
$481K 0.06%
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310
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44,310
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312
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17,723
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9,267
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14,968
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15,594
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$444K 0.05%
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325
$443K 0.05%
9,171
-1,000