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
801
$981K 0.02%
41,212
802
$981K 0.02%
4,659
-210
803
$980K 0.02%
31,115
+1,828
804
$979K 0.02%
+52,899
805
$977K 0.02%
9,290
-2,176
806
$976K 0.02%
14,014
-644
807
$973K 0.02%
33,456
+21,976
808
$972K 0.02%
48,750
-1,500
809
$972K 0.02%
8,999
-1,381
810
$971K 0.02%
20,493
+779
811
$970K 0.02%
76,478
-1,227
812
$967K 0.02%
13,703
-427
813
$965K 0.02%
+54,780
814
$965K 0.02%
44,888
-52,165
815
$961K 0.02%
4,308
+1,059
816
$955K 0.02%
4,860
+1,066
817
$955K 0.02%
31,708
-412
818
$955K 0.02%
16,747
-3,590
819
$952K 0.02%
3,150
-1,714
820
$945K 0.02%
21,122
-8,105
821
$944K 0.02%
6,081
+1,893
822
$930K 0.01%
18,588
-194
823
$928K 0.01%
30,491
+1,666
824
$926K 0.01%
6,720
-1,555
825
$926K 0.01%
66,251
+36,035
31 32
33
34 35