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
526
$2.03M 0.03%
21,959
+616
527
$2.02M 0.03%
69,675
-1,846
528
$2.02M 0.03%
41,873
+3,869
529
$2.02M 0.03%
31,685
-1,933
530
$2.01M 0.03%
9,345
+1,673
531
$2.01M 0.03%
4,220
-46
532
$2.01M 0.03%
50,572
-1,195
533
$2.01M 0.03%
+106,611
534
$2M 0.03%
10,119
-1,440
535
$2M 0.03%
18,086
+2,055
536
$1.98M 0.03%
40,234
+4,154
537
$1.98M 0.03%
13,823
-2,349
538
$1.96M 0.03%
31,934
-1,535
539
$1.96M 0.03%
47,438
-2,020
540
$1.96M 0.03%
18,553
+6,973
541
$1.96M 0.03%
221,613
+16,375
542
$1.96M 0.03%
31,500
+3,110
543
$1.96M 0.03%
39,157
+712
544
$1.95M 0.03%
34,252
-2,355
545
$1.95M 0.03%
13,950
-59
546
$1.95M 0.03%
20,461
+972
547
$1.94M 0.03%
25,947
-2,096
548
$1.94M 0.03%
131,619
+17,977
549
$1.93M 0.03%
47,695
-11,752
550
$1.93M 0.03%
57,463
+2,505
20 21
22
23 24