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
51
$21.8M 0.35%
184,084
-3,200
52
$21.4M 0.34%
491,976
+88,400
53
$21.3M 0.34%
460,331
-83,043
54
$21.2M 0.34%
361,053
-36,416
55
$20.8M 0.33%
227,592
+13,588
56
$20.7M 0.33%
507,312
+130,172
57
$20.6M 0.33%
248,635
+9,360
58
$20.3M 0.32%
135,379
-20,641
59
$20.3M 0.32%
139,885
+2,448
60
$20.2M 0.32%
73,753
+3,596
61
$19.6M 0.31%
71,877
+4,880
62
$19.4M 0.31%
98,555
+6,076
63
$19.3M 0.31%
319,972
-26,613
64
$19.2M 0.31%
268,362
-60,629
65
$19.1M 0.3%
132,831
+238
66
$18.7M 0.3%
244,869
+49,058
67
$18.6M 0.3%
558,010
-13,702
68
$18.5M 0.29%
368,930
+55,943
69
$18.2M 0.29%
357,927
+10,817
70
$17.8M 0.28%
139,171
+23,863
71
$17.6M 0.28%
395,201
+15,791
72
$17.5M 0.28%
103,903
+7,796
73
$17.2M 0.27%
53,174
+5,616
74
$17.1M 0.27%
35,736
+1,887
75
$17.1M 0.27%
180,665
+2,524
1 2
3
4 5