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
701
$1.25M 0.02%
45,455
+29,523
702
$1.24M 0.02%
60,316
+698
703
$1.24M 0.02%
35,885
+4,605
704
$1.24M 0.02%
42,139
+27,202
705
$1.24M 0.02%
54,690
+6,890
706
$1.24M 0.02%
75,559
-217,911
707
$1.24M 0.02%
28,384
-284
708
$1.24M 0.02%
13,807
+304
709
$1.22M 0.02%
+47,646
710
$1.22M 0.02%
7,261
+2,762
711
$1.22M 0.02%
16,228
+138
712
$1.22M 0.02%
19,163
+3,636
713
$1.21M 0.02%
3,148
-79
714
$1.21M 0.02%
20,483
+4,361
715
$1.21M 0.02%
9,091
+677
716
$1.21M 0.02%
106,711
+3,287
717
$1.21M 0.02%
63,360
+1,154
718
$1.21M 0.02%
14,862
+4,060
719
$1.2M 0.02%
6,406
+4,651
720
$1.2M 0.02%
686
+73
721
$1.2M 0.02%
19,816
-34,839
722
$1.2M 0.02%
10,891
+8,218
723
$1.2M 0.02%
28,740
-1,380
724
$1.19M 0.02%
4,360
-429
725
$1.18M 0.02%
50,925
+43,316
27 28
29
30 31