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
26
$35.8M 0.57%
475,902
+18,923
27
$35.4M 0.56%
865,124
-39,317
28
$33.4M 0.53%
307,858
-478
29
$33.4M 0.53%
365,115
+201,865
30
$33M 0.52%
185,866
+20,224
31
$32.8M 0.52%
383,334
+29,392
32
$30.9M 0.49%
274,842
+28,471
33
$30M 0.48%
133,863
+8,286
34
$28.7M 0.46%
1,894,850
+148,400
35
$28.5M 0.45%
279,918
-10,504
36
$28.4M 0.45%
643,239
-2,595
37
$28.2M 0.45%
337,076
+110,604
38
$27.9M 0.44%
192,423
-15,342
39
$27.5M 0.44%
674,889
+69,107
40
$27.1M 0.43%
248,040
+9,080
41
$26.9M 0.43%
257,347
-34,959
42
$26.3M 0.42%
51,178
+4,455
43
$25.6M 0.41%
200,050
+7,161
44
$25.2M 0.4%
128,171
+25,290
45
$23.3M 0.37%
151,932
-18,123
46
$23.3M 0.37%
573,771
+56,493
47
$23M 0.37%
1,069,738
+139,564
48
$22.7M 0.36%
140,951
+7,233
49
$22.6M 0.36%
103,244
-5,090
50
$21.9M 0.35%
198,998
+1,039
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2
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