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
651
$10.6M 0.02%
224,628
+129,250
652
$10.6M 0.02%
756,408
+521,372
653
$10.5M 0.02%
+197,314
654
$10.5M 0.02%
460,439
+65,598
655
$10.5M 0.02%
70,630
+58,048
656
$10.5M 0.02%
45,541
+35,560
657
$10.5M 0.02%
218,566
+170,483
658
$10.4M 0.02%
340,793
+322,856
659
$10.4M 0.02%
230,206
+76,879
660
$10.4M 0.02%
489,391
+379,905
661
$10.3M 0.02%
290,918
+265,053
662
$10.3M 0.02%
115,582
+56,661
663
$10.3M 0.02%
157,980
+130,308
664
$10.3M 0.02%
89,114
+85,668
665
$10.3M 0.02%
106,535
+84,777
666
$10.3M 0.02%
63,688
+42,563
667
$10.2M 0.02%
47,521
+38,540
668
$10.2M 0.02%
21,453
+15,235
669
$10.2M 0.02%
292,772
+205,082
670
$10.2M 0.02%
39,274
+21,003
671
$10.2M 0.02%
264,092
+220,054
672
$10.2M 0.02%
+207,297
673
$10.1M 0.02%
64,628
+47,534
674
$10M 0.02%
530,414
+445,738
675
$9.93M 0.02%
+387,566
25 26
27
28 29