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
626
$1.5M 0.02%
68,888
+3,619
627
$1.49M 0.02%
15,741
-72
628
$1.49M 0.02%
32,942
+3,396
629
$1.49M 0.02%
137,627
+77,606
630
$1.49M 0.02%
9,681
+90
631
$1.48M 0.02%
24,060
+890
632
$1.48M 0.02%
26,265
+3,422
633
$1.47M 0.02%
42,973
+6,657
634
$1.47M 0.02%
+109,221
635
$1.47M 0.02%
70,288
+1,159
636
$1.46M 0.02%
47,163
-940
637
$1.46M 0.02%
5,889
-586
638
$1.46M 0.02%
69,698
+6,844
639
$1.45M 0.02%
30,299
+16,146
640
$1.44M 0.02%
15,539
+346
641
$1.44M 0.02%
51,361
-3,119
642
$1.44M 0.02%
24,695
-24,455
643
$1.44M 0.02%
8,324
+1,068
644
$1.43M 0.02%
34,882
-601
645
$1.43M 0.02%
43,950
-161
646
$1.43M 0.02%
29,082
+4,332
647
$1.43M 0.02%
42,765
+300
648
$1.43M 0.02%
15,070
+93
649
$1.42M 0.02%
38,534
+3,435
650
$1.42M 0.02%
6,234
-2,406
24 25
26
27 28