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
651
$1.41M 0.02%
29,578
+12,401
652
$1.41M 0.02%
37,787
+11,109
653
$1.41M 0.02%
16,705
+811
654
$1.41M 0.02%
50,766
-230
655
$1.41M 0.02%
47,679
+32,539
656
$1.41M 0.02%
68,400
+11,580
657
$1.4M 0.02%
24,808
-402
658
$1.4M 0.02%
112,806
+37,014
659
$1.4M 0.02%
31,879
-2,949
660
$1.39M 0.02%
53,134
-351
661
$1.39M 0.02%
31,966
-24,658
662
$1.38M 0.02%
7,147
+744
663
$1.38M 0.02%
43,743
-1,371
664
$1.38M 0.02%
26,960
+200
665
$1.38M 0.02%
19,994
+3,932
666
$1.37M 0.02%
4,762
+137
667
$1.37M 0.02%
89,568
+5,452
668
$1.37M 0.02%
11,614
-1,618
669
$1.36M 0.02%
7,813
+522
670
$1.36M 0.02%
15,188
+7,105
671
$1.35M 0.02%
112,082
+6,918
672
$1.35M 0.02%
33,053
+465
673
$1.34M 0.02%
19,600
+14,358
674
$1.34M 0.02%
3,814
+139
675
$1.33M 0.02%
19,519
-527
25 26
27
28 29