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
576
$1.76M 0.03%
37,145
-10,839
577
$1.76M 0.03%
140,419
-17,670
578
$1.75M 0.03%
23,437
+15,998
579
$1.75M 0.03%
26,529
-3,598
580
$1.73M 0.03%
36,118
+12,079
581
$1.72M 0.03%
10,535
-24,466
582
$1.72M 0.03%
20,080
-155
583
$1.72M 0.03%
63,305
-4,320
584
$1.71M 0.03%
83,382
-2,560
585
$1.71M 0.03%
36,223
-2,122
586
$1.71M 0.03%
62,823
+16,163
587
$1.7M 0.03%
225,391
+6,746
588
$1.7M 0.03%
65,361
+2,016
589
$1.7M 0.03%
20,748
+3,726
590
$1.7M 0.03%
76,434
+20,181
591
$1.69M 0.03%
34,323
-2,195
592
$1.69M 0.03%
27,774
+3,038
593
$1.69M 0.03%
4,373
+229
594
$1.68M 0.03%
12,845
-1,115
595
$1.68M 0.03%
86,154
-2,010
596
$1.67M 0.03%
13,800
+401
597
$1.67M 0.03%
37,686
-12,917
598
$1.67M 0.03%
48,767
+39
599
$1.67M 0.03%
36,733
+2,593
600
$1.66M 0.03%
95,760
+38,394
22 23
24
25 26