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 Buys

1
+$166M
2
+$116M
3
+$94.9M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$89.2M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$88.5M

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
3501
$264K ﹤0.01%
9,229
-16,032
3502
$263K ﹤0.01%
20,098
+1,954
3503
$263K ﹤0.01%
2,879
-533
3504
$262K ﹤0.01%
14,417
+633
3505
$261K ﹤0.01%
27,067
+354
3506
$261K ﹤0.01%
19,983
+2,715
3507
$261K ﹤0.01%
4,214
3508
$261K ﹤0.01%
25,526
-1,573
3509
$261K ﹤0.01%
+9,829
3510
$261K ﹤0.01%
6,804
+161
3511
$260K ﹤0.01%
+2,205
3512
$260K ﹤0.01%
10,735
+322
3513
$260K ﹤0.01%
22,288
+1,387
3514
$260K ﹤0.01%
+3,589
3515
$259K ﹤0.01%
168,439
+7,402
3516
$259K ﹤0.01%
4,982
+21
3517
$259K ﹤0.01%
+12,337
3518
$258K ﹤0.01%
11,049
-1,445
3519
$257K ﹤0.01%
24,779
-82
3520
$257K ﹤0.01%
+6,988
3521
$257K ﹤0.01%
16,130
-335
3522
$257K ﹤0.01%
56,379
-1,199
3523
$256K ﹤0.01%
5,648
-1,869
3524
$256K ﹤0.01%
6,446
+1,428
3525
$256K ﹤0.01%
4,171
139 140
141
142 143