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 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
4051
-341,305
4052
-10,400
4053
-21,880
4054
-6,991
4055
-8,573
4056
-14,070
4057
-19,969
4058
-23,413
4059
-25,407
4060
-18,505
4061
-3,339
4062
-10,306
4063
-3,715
4064
-10,578
4065
-12,117
4066
-18,844
4067
-5,462
4068
-8,537
4069
-58,647
4070
-10,906
4071
-19,993
4072
-53,470
4073
-17,453
4074
-10,956
4075
-11,588