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
451
$2.51M 0.04%
39,627
-3,974
452
$2.5M 0.04%
47,771
+684
453
$2.48M 0.04%
71,481
-79,824
454
$2.47M 0.04%
47,298
+163
455
$2.46M 0.04%
79,910
+29,620
456
$2.46M 0.04%
82,924
-75,912
457
$2.46M 0.04%
100,631
-6,217
458
$2.46M 0.04%
71,651
+19,580
459
$2.44M 0.04%
70,492
-1,094
460
$2.43M 0.04%
1,132
+209
461
$2.42M 0.04%
115,854
-1,125
462
$2.42M 0.04%
16,561
+888
463
$2.42M 0.04%
12,050
-86
464
$2.41M 0.04%
31,041
+12,342
465
$2.41M 0.04%
599,150
+32,400
466
$2.41M 0.04%
32,294
+50
467
$2.4M 0.04%
33,635
-22,533
468
$2.39M 0.04%
19,898
+4,421
469
$2.38M 0.04%
23,662
+3,389
470
$2.37M 0.04%
7,564
-48
471
$2.36M 0.04%
38,954
+3,201
472
$2.36M 0.04%
72,890
+4,286
473
$2.35M 0.04%
56,199
+2,379
474
$2.34M 0.04%
133,881
-262,664
475
$2.32M 0.04%
18,430
+1,040
17 18
19
20 21