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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
$59.3B
AUM Growth
+$7.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,183
New
Increased
Reduced
Closed

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 4.5%
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
4026
-21,880
4027
-10,578
4028
-12,117
4029
-9,667
4030
-3,585
4031
-32,156
4032
-12,447
4033
-10,000
4034
-501
4035
-9,392
4036
-548
4037
-1,772
4038
-25,835
4039
-3,343
4040
-6,978
4041
-12,395
4042
-2,628
4043
-7,646
4044
-341,305
4045
-6,991
4046
-13,089
4047
-16,195
4048
-10,051
4049
-32,663
4050
-18,962