Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $91.5B
1-Year Est. Return 19.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$59.3B
AUM Growth
+$7.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,183
New
Increased
Reduced
Closed

Top Sells

1 +$181M
2 +$64.5M
3 +$40.6M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$35.2M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$34M

Sector Composition

1 Technology 10.41%
2 Financials 4.51%
3 Consumer Discretionary 3.41%
4 Industrials 2.94%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3301
$336K ﹤0.01%
5,211
-1,703
3302
$336K ﹤0.01%
4,526
-357
3303
$336K ﹤0.01%
4,792
+275
3304
$335K ﹤0.01%
47,983
+43
3305
$335K ﹤0.01%
7,092
-172
3306
$335K ﹤0.01%
+14,179
3307
$335K ﹤0.01%
6,030
+535
3308
$334K ﹤0.01%
2,267
-150
3309
$333K ﹤0.01%
13,572
+873
3310
$333K ﹤0.01%
+12,679
3311
$332K ﹤0.01%
7,494
+360
3312
$332K ﹤0.01%
13,613
+1,539
3313
$331K ﹤0.01%
21,390
+6,997
3314
$331K ﹤0.01%
1,155
-10
3315
$331K ﹤0.01%
+156,096
3316
$330K ﹤0.01%
17,237
-4,921
3317
$330K ﹤0.01%
11,498
+2,725
3318
$330K ﹤0.01%
4,350
+1,320
3319
$330K ﹤0.01%
49,088
-15,081
3320
$330K ﹤0.01%
3,337
+804
3321
$329K ﹤0.01%
16,638
-6
3322
$329K ﹤0.01%
12,899
3323
$326K ﹤0.01%
6,648
+2,025
3324
$325K ﹤0.01%
6,645
-284
3325
$325K ﹤0.01%
3,749
+462