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
326
$3.68M 0.06%
57,682
-2,321
327
$3.66M 0.06%
187,942
+31,690
328
$3.66M 0.06%
47,222
+3,927
329
$3.58M 0.06%
21,269
+2,481
330
$3.58M 0.06%
66,590
+8,960
331
$3.52M 0.06%
70,014
+50,035
332
$3.5M 0.06%
27,642
+4,106
333
$3.5M 0.06%
176,232
+15,435
334
$3.5M 0.06%
46,566
+1,140
335
$3.49M 0.06%
12,750
+180
336
$3.48M 0.06%
63,203
+2,971
337
$3.48M 0.06%
38,542
+7,852
338
$3.48M 0.06%
210,768
-2,313
339
$3.44M 0.05%
52,040
-6,107
340
$3.44M 0.05%
39,363
-5,505
341
$3.44M 0.05%
23,103
+63
342
$3.44M 0.05%
40,273
-343
343
$3.42M 0.05%
71,354
-777
344
$3.42M 0.05%
33,197
+6,110
345
$3.42M 0.05%
30,255
+4,438
346
$3.42M 0.05%
152,072
-48,266
347
$3.41M 0.05%
7,066
+277
348
$3.41M 0.05%
144,183
+19,753
349
$3.4M 0.05%
193,214
+10,248
350
$3.37M 0.05%
51,028
+40,335
12 13
14
15 16