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
376
$3.13M 0.05%
64,613
+5,240
377
$3.12M 0.05%
13,406
+263
378
$3.1M 0.05%
42,668
-355
379
$3.1M 0.05%
144,371
-4,908
380
$3.09M 0.05%
179,247
-3,130
381
$3.09M 0.05%
14,963
+677
382
$3.08M 0.05%
152,135
+39,968
383
$3.05M 0.05%
60,440
-2,403
384
$3.05M 0.05%
47,275
-5,049
385
$3.04M 0.05%
22,352
+62
386
$3.04M 0.05%
31,678
-4,837
387
$3.03M 0.05%
13,339
-15,239
388
$3.02M 0.05%
24,144
+7,376
389
$3.02M 0.05%
10,718
-3,396
390
$3.01M 0.05%
37,735
+2,877
391
$3M 0.05%
977,520
+52,600
392
$3M 0.05%
30,163
-57,125
393
$3M 0.05%
167,476
-9,501
394
$2.98M 0.05%
54,607
+5,361
395
$2.98M 0.05%
36,283
-3,861
396
$2.97M 0.05%
29,253
+3,124
397
$2.97M 0.05%
38,131
-1,105
398
$2.97M 0.05%
130,332
+1,226
399
$2.97M 0.05%
56,826
-11,406
400
$2.96M 0.05%
6,502
-295
14 15
16
17 18