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
501
$2.21M 0.04%
17,264
+407
502
$2.2M 0.04%
122,887
-7,945
503
$2.19M 0.03%
80,619
+5,014
504
$2.18M 0.03%
8,830
-588
505
$2.18M 0.03%
97,118
-600
506
$2.16M 0.03%
21,812
+1,697
507
$2.16M 0.03%
44,865
+1,032
508
$2.14M 0.03%
39,040
+9,338
509
$2.14M 0.03%
51,710
-370
510
$2.13M 0.03%
7,808
+1,017
511
$2.12M 0.03%
57,385
+12,578
512
$2.12M 0.03%
73,727
-3,131
513
$2.12M 0.03%
+106,501
514
$2.12M 0.03%
23,348
-5,378
515
$2.12M 0.03%
16,889
+1,681
516
$2.12M 0.03%
77,449
+67,722
517
$2.11M 0.03%
41,956
+14,609
518
$2.1M 0.03%
102,676
+24,003
519
$2.08M 0.03%
70,997
-19,610
520
$2.07M 0.03%
64,248
-1,606
521
$2.07M 0.03%
73,282
+5,436
522
$2.06M 0.03%
27,943
+2,678
523
$2.06M 0.03%
56,906
+1,057
524
$2.05M 0.03%
33,173
+846
525
$2.03M 0.03%
43,072
+22,526
19 20
21
22 23