Cetera Investment Advisers Portfolio holdings
AUM $51.6B
AUM
$51.6B
AUM Growth
+$3.8B (+8%)
Cap. Flow
+$5B
Cap. Flow % of AUM
9.68%
Top 10 Holdings %Top 10 Hldgs %
15.51%
Holding
4,069
New
344
Increased
2,423
Reduced
1,107
Closed
127
Top Buys
| 1 | $788M | |
| 2 | $131M | |
| 3 | $67.8M | |
| 4 | $62.6M | |
| 5 | $59.6M |
Top Sells
| 1 | $62M | |
| 2 | $52.9M | |
| 3 | $45.6M | |
| 4 | $45.4M | |
| 5 | $44.2M |
Sector Composition
| 1 | Technology | 9.49% |
| 2 | Financials | 4.65% |
| 3 | Consumer Discretionary | 3.46% |
| 4 | Healthcare | 3.17% |
| 5 | Industrials | 2.84% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $229K | 0% | 6,347 +341 | +6% | +$12.3K | |||
| $229K | 0% | 61,250 +32,355 | +112% | +$121K | |||
| $229K | 0% | 16,465 -3,537 | -18% | -$49.1K | |||
| $229K | 0% | 10,197 +164 | +2% | +$3.68K | |||
| $228K | 0% | 5,704 | New | +$228K | |||
| $227K | 0% | 6,538 | – | – | |||
| $227K | 0% | 7,563 -3,541 | -32% | -$106K | |||
| $227K | 0% | 4,623 -94 | -2% | -$4.61K | |||
| $227K | 0% | 8,018 | New | +$227K | |||
| $227K | 0% | 9,671 -21,487 | -69% | -$504K | |||
| $227K | 0% | 27,711 +2,258 | +9% | +$18.5K | |||
| $227K | 0% | 6,211 -46,947 | -88% | -$1.71M | |||
| $226K | 0% | 9,394 | New | +$226K | |||
| $225K | 0% | 1,688 | New | +$225K | |||
| $225K | 0% | 4,214 -210 | -5% | -$11.2K | |||
| $225K | 0% | 3,715 | New | +$225K | |||
| $224K | 0% | 34,335 +4,450 | +15% | +$29K | |||
| $224K | 0% | 22,070 -462 | -2% | -$4.69K | |||
| $223K | 0% | 10,739 | New | +$223K | |||
| $223K | 0% | 3,225 -209 | -6% | -$14.4K | |||
| $223K | 0% | 6,838 -575 | -8% | -$18.7K | |||
| $223K | 0% | 10,861 -500 | -4% | -$10.2K | |||
| $222K | 0% | 5,534 | New | +$222K | |||
| $222K | 0% | 9,529 -654 | -6% | -$15.2K | |||
| $222K | 0% | 1,772 | New | +$222K |
