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
676
$9.9M 0.02%
+746,000
677
$9.88M 0.02%
188,753
+54,824
678
$9.8M 0.02%
62,605
+37,093
679
$9.79M 0.02%
42,164
+39,085
680
$9.75M 0.02%
37,145
+24,469
681
$9.68M 0.02%
298,035
+223,043
682
$9.65M 0.02%
449,506
+291,179
683
$9.52M 0.02%
493,315
+367,322
684
$9.47M 0.02%
162,952
+116,453
685
$9.45M 0.02%
115,116
+90,062
686
$9.43M 0.02%
+240,418
687
$9.43M 0.02%
82,664
+50,411
688
$9.41M 0.02%
418,953
+388,064
689
$9.41M 0.02%
91,584
-63,054
690
$9.4M 0.02%
201,213
+159,889
691
$9.39M 0.02%
50,803
+37,365
692
$9.39M 0.02%
9,753
+5,955
693
$9.38M 0.02%
219,026
+213,270
694
$9.36M 0.02%
178,855
+119,030
695
$9.35M 0.02%
+306,750
696
$9.27M 0.02%
56,551
+51,505
697
$9.26M 0.02%
27,572
+22,701
698
$9.22M 0.02%
92,954
+25,357
699
$9.21M 0.02%
46,488
+33,772
700
$9.19M 0.02%
185,378
+174,333
26 27
28
29 30