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
401
$2.95M 0.05%
21,939
-1,680
402
$2.94M 0.05%
25,034
+5,691
403
$2.94M 0.05%
54,205
+5,632
404
$2.94M 0.05%
45,177
+13,218
405
$2.93M 0.05%
68,384
+3,990
406
$2.92M 0.05%
90,423
-158,808
407
$2.91M 0.05%
91,709
+17,241
408
$2.9M 0.05%
11,807
-253
409
$2.9M 0.05%
21,794
+2,216
410
$2.89M 0.05%
+64,764
411
$2.88M 0.05%
70,291
-134,451
412
$2.88M 0.05%
63,983
+2,941
413
$2.87M 0.05%
100,874
+35,795
414
$2.86M 0.05%
18,798
-31,599
415
$2.85M 0.05%
24,492
+4,569
416
$2.83M 0.05%
76,233
+1,026
417
$2.83M 0.05%
70,818
+978
418
$2.82M 0.04%
68,926
+2,335
419
$2.81M 0.04%
23,590
+4,409
420
$2.78M 0.04%
21,419
+908
421
$2.78M 0.04%
63,970
-48,702
422
$2.76M 0.04%
69,686
+7,733
423
$2.76M 0.04%
33,767
-1,116
424
$2.75M 0.04%
36,248
-82
425
$2.75M 0.04%
95,272
-937
15 16
17
18 19