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
476
$2.32M 0.04%
52,710
+4,255
477
$2.31M 0.04%
29,170
-2,138
478
$2.31M 0.04%
98,530
-1,922
479
$2.31M 0.04%
4,931
+25
480
$2.29M 0.04%
+170,397
481
$2.29M 0.04%
90,617
-37,099
482
$2.28M 0.04%
59,900
-68,538
483
$2.28M 0.04%
114,270
+32,521
484
$2.28M 0.04%
25,578
+221
485
$2.28M 0.04%
37,697
+1,310
486
$2.28M 0.04%
10,168
-1,219
487
$2.27M 0.04%
27,636
+564
488
$2.27M 0.04%
9,947
-25
489
$2.27M 0.04%
40,558
+2,254
490
$2.26M 0.04%
84,759
+39,378
491
$2.25M 0.04%
47,426
+10,991
492
$2.24M 0.04%
13,050
+756
493
$2.24M 0.04%
68,224
+30,221
494
$2.23M 0.04%
45,851
-4,983
495
$2.23M 0.04%
33,417
+669
496
$2.23M 0.04%
42,940
-13,676
497
$2.23M 0.04%
52,152
+3,106
498
$2.22M 0.04%
26,440
+4,137
499
$2.21M 0.04%
19,434
-1,624
500
$2.21M 0.04%
89,614
+5,817
18 19
20
21 22