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
301
$4.2M 0.07%
250,291
+468
302
$4.19M 0.07%
12,849
+3,010
303
$4.18M 0.07%
81,876
+3,300
304
$4.15M 0.07%
67,082
+9,115
305
$4.1M 0.07%
126,500
+17,948
306
$4.05M 0.06%
127,426
+24,884
307
$4.04M 0.06%
50,135
-12,608
308
$4.04M 0.06%
116,193
+6,555
309
$4.04M 0.06%
50,422
-54,745
310
$4.03M 0.06%
163,649
-27,492
311
$4M 0.06%
46,536
-4
312
$3.99M 0.06%
48,443
+41,651
313
$3.96M 0.06%
44,522
+3,294
314
$3.96M 0.06%
11,740
-341
315
$3.95M 0.06%
16,939
-87
316
$3.95M 0.06%
57,736
+753
317
$3.91M 0.06%
32,752
+13,748
318
$3.86M 0.06%
47,510
-10,114
319
$3.85M 0.06%
48,088
-906
320
$3.79M 0.06%
+75,828
321
$3.79M 0.06%
40,560
+376
322
$3.69M 0.06%
77,438
+12,572
323
$3.69M 0.06%
126,656
+8,777
324
$3.69M 0.06%
59,449
+5,834
325
$3.68M 0.06%
14,406
-7
11 12
13
14 15