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
351
$3.37M 0.05%
216,468
+59,546
352
$3.37M 0.05%
19,609
+14,918
353
$3.36M 0.05%
60,498
+727
354
$3.35M 0.05%
96,879
-653
355
$3.35M 0.05%
32,070
+1,325
356
$3.34M 0.05%
44,976
-1,135
357
$3.33M 0.05%
13,566
-831
358
$3.32M 0.05%
81,364
-5,125
359
$3.31M 0.05%
45,767
+386
360
$3.28M 0.05%
284,357
+146,550
361
$3.26M 0.05%
59,788
+1,566
362
$3.25M 0.05%
80,771
+1,559
363
$3.25M 0.05%
87,747
+64,704
364
$3.25M 0.05%
34,161
-499
365
$3.24M 0.05%
13,399
+31
366
$3.21M 0.05%
20,380
+4,239
367
$3.21M 0.05%
41,595
-66,494
368
$3.21M 0.05%
102,787
+4,110
369
$3.2M 0.05%
14,243
+151
370
$3.18M 0.05%
94,469
-5,270
371
$3.18M 0.05%
17,168
-23,734
372
$3.17M 0.05%
307,316
+29,219
373
$3.17M 0.05%
69,194
+20,974
374
$3.15M 0.05%
57,846
+1,597
375
$3.14M 0.05%
49,686
+7,174
13 14
15
16 17