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
$817M
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
637
New
Increased
Reduced
Closed

Top Buys

1 +$7.2M
2 +$3.49M
3 +$3.09M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.66M
5
VTV icon
Vanguard Value ETF
VTV
+$2.27M

Sector Composition

1 Technology 7.12%
2 Healthcare 3.66%
3 Financials 3.61%
4 Communication Services 3.38%
5 Consumer Discretionary 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$177K 0.02%
12,082
-1,125
502
$174K 0.02%
16,100
-965
503
$166K 0.02%
50,038
-40,641
504
$160K 0.02%
13,599
-2
505
$153K 0.02%
31,162
+6,273
506
$149K 0.02%
10,594
-577
507
$148K 0.02%
30,209
+17,778
508
$147K 0.02%
20,470
+1,392
509
$145K 0.02%
21,158
+2,095
510
$138K 0.02%
13,074
+183
511
$138K 0.02%
21,437
-3,753
512
$135K 0.02%
21,057
+1,100
513
$128K 0.02%
10,300
514
$118K 0.01%
11,825
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515
$110K 0.01%
+10,040
516
$103K 0.01%
2,079
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517
$101K 0.01%
11,011
-683
518
$97K 0.01%
+18,840
519
$97K 0.01%
4,794
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520
$86K 0.01%
11,450
521
$83K 0.01%
+10,564
522
$75K 0.01%
172,336
+19,992
523
$72K 0.01%
+2,125
524
$70K 0.01%
11,141
-700
525
$67K 0.01%
13,369
+984