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
$42.4B
AUM Growth
+$30.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,704
New
Increased
Reduced
Closed

Top Buys

1
+$755M
2
+$622M
3
+$583M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$552M
5
AMZN icon
Amazon
AMZN
+$459M

Top Sells

1
+$13M
2
+$6.48M
3
+$4.29M
4
UAUG icon
Innovator US Equity Ultra Buffer ETF August
UAUG
+$3.35M
5
FAAR icon
First Trust Alternative Absolute Return Strategy ETF
FAAR
+$2.41M

Sector Composition

1 Technology 10.28%
2 Financials 4.45%
3 Consumer Discretionary 4.04%
4 Healthcare 3.78%
5 Industrials 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$13.3M 0.03%
45,023
+38,083
552
$13.3M 0.03%
191,130
+136,165
553
$13.3M 0.03%
229,250
+139,400
554
$13.3M 0.03%
21
+17
555
$13.3M 0.03%
468,648
+228,661
556
$13.2M 0.03%
187,067
+169,195
557
$13.2M 0.03%
+541,490
558
$13.2M 0.03%
57,178
+41,409
559
$13.2M 0.03%
+416,013
560
$13.2M 0.03%
139,274
+111,903
561
$13.1M 0.03%
236,369
+229,397
562
$13.1M 0.03%
266,197
+162,048
563
$13.1M 0.03%
146,025
+122,221
564
$13M 0.03%
564,263
+419,261
565
$13M 0.03%
252,562
+179,710
566
$13M 0.03%
115,755
+44,615
567
$13M 0.03%
67,652
+43,432
568
$12.9M 0.03%
36,350
+25,146
569
$12.9M 0.03%
121,654
+71,672
570
$12.9M 0.03%
382,578
+241,545
571
$12.9M 0.03%
100,558
+68,953
572
$12.9M 0.03%
54,515
+34,032
573
$12.8M 0.03%
320,583
+160,540
574
$12.8M 0.03%
521,074
+404,800
575
$12.8M 0.03%
277,950
+173,374
21 22
23
24 25