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
626
$11.2M 0.03%
210,404
+179,160
627
$11.2M 0.03%
346,712
+333,490
628
$11.1M 0.03%
1,228,662
+1,045,691
629
$11.1M 0.03%
196,375
+102,857
630
$11.1M 0.03%
191,930
+107,480
631
$11.1M 0.03%
40,716
+22,870
632
$11.1M 0.03%
224,653
+143,821
633
$11M 0.03%
191,797
+50,008
634
$11M 0.03%
263,903
+5,361
635
$11M 0.03%
82,717
+26,012
636
$11M 0.03%
213,171
+86,627
637
$11M 0.03%
231,244
+60,270
638
$11M 0.03%
125,790
+113,721
639
$10.9M 0.03%
59,754
+50,878
640
$10.9M 0.03%
215,821
+144,077
641
$10.9M 0.03%
20,129
+15,030
642
$10.8M 0.03%
166,379
+137,634
643
$10.8M 0.03%
203,958
+152,732
644
$10.8M 0.03%
157,319
+132,871
645
$10.7M 0.03%
291,055
+280,316
646
$10.7M 0.03%
184,417
+114,263
647
$10.7M 0.03%
253,048
+122,389
648
$10.6M 0.03%
50,982
+45,069
649
$10.6M 0.03%
55,699
+34,106
650
$10.6M 0.03%
112,930
+103,185
24 25
26
27 28