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
426
$2.73M 0.04%
72,796
-818
427
$2.73M 0.04%
+111,540
428
$2.73M 0.04%
60,885
+4,474
429
$2.73M 0.04%
63,544
+2,168
430
$2.71M 0.04%
38,117
+32,902
431
$2.71M 0.04%
33,959
-1,791
432
$2.7M 0.04%
111,816
+4,370
433
$2.69M 0.04%
92,963
+20,034
434
$2.67M 0.04%
18,966
+3,247
435
$2.67M 0.04%
33,332
-13,164
436
$2.65M 0.04%
15,229
-1,145
437
$2.65M 0.04%
25,146
-280
438
$2.65M 0.04%
146,681
+23,656
439
$2.64M 0.04%
29,998
-4,484
440
$2.64M 0.04%
23,196
-2,590
441
$2.63M 0.04%
81,913
+20,882
442
$2.62M 0.04%
77,380
-2,256
443
$2.62M 0.04%
18,916
-3,140
444
$2.62M 0.04%
36,640
-1,338
445
$2.56M 0.04%
48,883
+3,513
446
$2.54M 0.04%
53,637
+38,823
447
$2.53M 0.04%
35,171
+16,143
448
$2.52M 0.04%
70,531
+31,244
449
$2.52M 0.04%
46,323
-4,070
450
$2.52M 0.04%
28,002
+2,603
16 17
18
19 20