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
776
$1.05M 0.02%
87,486
+49,259
777
$1.04M 0.02%
37,025
-329
778
$1.04M 0.02%
+32,915
779
$1.04M 0.02%
48,909
+30,916
780
$1.04M 0.02%
7,020
+688
781
$1.04M 0.02%
22,636
+534
782
$1.03M 0.02%
4,048
+116
783
$1.03M 0.02%
23,632
+5,351
784
$1.02M 0.02%
8,278
+961
785
$1.02M 0.02%
5,905
+4,891
786
$1.02M 0.02%
37,640
+1,252
787
$1.02M 0.02%
+5,691
788
$1.02M 0.02%
38,650
-8,721
789
$1.02M 0.02%
86,512
-28,045
790
$1.02M 0.02%
17,024
-10,881
791
$1.01M 0.02%
7,450
-193
792
$1.01M 0.02%
29,836
-454
793
$999K 0.02%
17,732
+646
794
$999K 0.02%
105,002
+30,983
795
$996K 0.02%
17,698
+2,000
796
$991K 0.02%
83,167
+6,629
797
$989K 0.02%
12,313
+3,775
798
$983K 0.02%
+17,398
799
$982K 0.02%
18,413
+490
800
$982K 0.02%
+38,348
30 31
32
33 34