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
751
$1.12M 0.02%
43,259
+7,137
752
$1.11M 0.02%
30,749
+426
753
$1.11M 0.02%
53,109
+613
754
$1.11M 0.02%
24,761
-1,093
755
$1.1M 0.02%
25,240
+5,880
756
$1.1M 0.02%
47,381
+6,804
757
$1.09M 0.02%
30,995
+9,392
758
$1.09M 0.02%
28,668
+17,223
759
$1.09M 0.02%
34,090
+18,652
760
$1.09M 0.02%
9,572
+2,404
761
$1.08M 0.02%
36,287
-478
762
$1.07M 0.02%
7,435
-2,792
763
$1.07M 0.02%
48,500
+17,305
764
$1.07M 0.02%
24,271
-336
765
$1.07M 0.02%
62,117
-16,912
766
$1.07M 0.02%
1,623
+22
767
$1.06M 0.02%
6,677
+699
768
$1.06M 0.02%
22,991
+2,979
769
$1.06M 0.02%
30,203
+22,306
770
$1.06M 0.02%
20,667
+220
771
$1.05M 0.02%
26,774
-733
772
$1.05M 0.02%
17,244
+3,778
773
$1.05M 0.02%
5,216
-756
774
$1.05M 0.02%
19,876
-1,107
775
$1.05M 0.02%
144,250
+19,443
29 30
31
32 33