Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $91.5B
1-Year Est. Return 19.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.12%
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
1,980
New
Increased
Reduced
Closed

Top Buys

1
+$72.3M
2
+$18.5M
3
+$12.1M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$11.2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.2M

Top Sells

1
+$11.4M
2
+$9.47M
3
+$9.01M
4
VDE icon
Vanguard Energy ETF
VDE
+$6.39M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$6.29M

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
676
$1.33M 0.02%
11,590
-5,610
677
$1.32M 0.02%
34,767
+2,329
678
$1.32M 0.02%
58,824
+49,986
679
$1.32M 0.02%
290,661
+136,602
680
$1.32M 0.02%
30,625
+5,452
681
$1.32M 0.02%
38,201
+4,547
682
$1.31M 0.02%
41,896
+1,584
683
$1.31M 0.02%
33,452
-2,152
684
$1.3M 0.02%
54,312
+1,484
685
$1.3M 0.02%
249,492
+9,665
686
$1.3M 0.02%
19,580
+4,645
687
$1.29M 0.02%
9,463
-3,433
688
$1.29M 0.02%
51,582
-920
689
$1.29M 0.02%
20,341
-5,278
690
$1.29M 0.02%
64,025
+40
691
$1.28M 0.02%
123,087
+16,821
692
$1.27M 0.02%
15,081
+217
693
$1.27M 0.02%
20,713
-838
694
$1.27M 0.02%
57,344
+44,644
695
$1.26M 0.02%
32,535
+1,345
696
$1.26M 0.02%
39,852
-7,540
697
$1.25M 0.02%
53,818
+1,711
698
$1.25M 0.02%
30,098
+147
699
$1.25M 0.02%
13,088
-9,930
700
$1.25M 0.02%
25,872
-9,607
26 27
28
29 30