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
551
$1.93M 0.03%
22,787
+648
552
$1.89M 0.03%
12,244
+129
553
$1.88M 0.03%
19,896
+359
554
$1.88M 0.03%
+91,411
555
$1.88M 0.03%
83,530
-3,416
556
$1.88M 0.03%
100,212
+5,801
557
$1.88M 0.03%
10,831
-335
558
$1.87M 0.03%
44,628
-476
559
$1.87M 0.03%
29,806
+553
560
$1.86M 0.03%
19,326
-578
561
$1.85M 0.03%
29,052
-517
562
$1.85M 0.03%
8,838
-977
563
$1.85M 0.03%
14,410
-7,862
564
$1.84M 0.03%
53,416
+2,871
565
$1.84M 0.03%
171,947
+11,604
566
$1.84M 0.03%
32,968
+7,256
567
$1.83M 0.03%
20,625
+263
568
$1.82M 0.03%
17,892
+916
569
$1.81M 0.03%
138,404
+293
570
$1.81M 0.03%
9,924
+854
571
$1.8M 0.03%
25,996
+17,292
572
$1.79M 0.03%
42,730
-15,532
573
$1.78M 0.03%
67,355
+7,190
574
$1.77M 0.03%
21,135
+4,274
575
$1.77M 0.03%
59,287
+7,976
21 22
23
24 25