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
601
$1.66M 0.03%
30,619
+11,067
602
$1.64M 0.03%
73,380
+360
603
$1.64M 0.03%
4
604
$1.64M 0.03%
91,283
+8,992
605
$1.63M 0.03%
23,084
-10,507
606
$1.63M 0.03%
52,085
+6,125
607
$1.62M 0.03%
162,709
+3,460
608
$1.62M 0.03%
2,739
-282
609
$1.62M 0.03%
51,342
+13,831
610
$1.62M 0.03%
6,657
+264
611
$1.61M 0.03%
4,072
+156
612
$1.61M 0.03%
95,467
+5,724
613
$1.6M 0.03%
20,212
+157
614
$1.6M 0.03%
74,687
+7,270
615
$1.59M 0.03%
6,607
+717
616
$1.57M 0.03%
60,200
+21,350
617
$1.57M 0.03%
63,815
+44,295
618
$1.57M 0.02%
97,319
-3,229
619
$1.56M 0.02%
34,096
-4,035
620
$1.55M 0.02%
60,272
+2,130
621
$1.54M 0.02%
39,381
-2,644
622
$1.53M 0.02%
19,192
+632
623
$1.51M 0.02%
67,848
+502
624
$1.5M 0.02%
35,986
+351
625
$1.5M 0.02%
137,372
+31,498
23 24
25
26 27