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Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $94B
1-Year Est. Return 20.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$42.4B
AUM Growth
+$30.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,704
New
Increased
Reduced
Closed

Top Buys

1
+$800M
2
+$592M
3
+$561M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$525M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$431M

Top Sells

1
+$12.4M
2
+$6.26M
3
+$4.27M
4
UAUG icon
Innovator US Equity Ultra Buffer ETF August
UAUG
+$3.25M
5
FAAR icon
First Trust Alternative Absolute Return Strategy ETF
FAAR
+$2.36M

Sector Composition

1 Technology 10.28%
2 Financials 4.45%
3 Consumer Discretionary 4.04%
4 Healthcare 3.78%
5 Industrials 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3651
– –
-31,136
3652
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-18,779
3653
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-11,451
3654
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-10,320
3655
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-15,474
3656
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-12,788
3657
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-6,693
3658
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-9,038
3659
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-12,989
3660
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-3,003
3661
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-1,451
3662
– –
-10,479
3663
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-3,441
3664
– –
-19,591
3665
– –
-15,901
3666
– –
-9,488
3667
– –
-35,287
3668
– –
-20,038
3669
– –
-71,407
3670
– –
-19,851
3671
– –
-24,147
3672
– –
-21,952
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