Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $59.3B
1-Year Est. Return 16.16%
This Quarter Est. Return
1 Year Est. Return
+16.16%
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 +$196M
2 +$70M
3 +$42.7M
4
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$35.6M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$34.3M

Sector Composition

1 Technology 10.41%
2 Financials 4.5%
3 Consumer Discretionary 3.41%
4 Industrials 2.93%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BECN
4151
DELISTED
Beacon Roofing Supply, Inc.
BECN
-5,240
CSF
4152
DELISTED
VictoryShares US Discovery Enhanced Volatility Wtd ETF
CSF
-42,729
ITCI
4153
DELISTED
Intra-Cellular Therapies Inc.
ITCI
-3,487