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
826
$924K 0.01%
+12,575
827
$921K 0.01%
9,149
+384
828
$917K 0.01%
9,360
+763
829
$917K 0.01%
36,165
830
$916K 0.01%
21,735
-7,665
831
$913K 0.01%
13,522
-4,252
832
$910K 0.01%
7,983
-2,061
833
$907K 0.01%
42,744
-229,745
834
$906K 0.01%
20,302
-1,031
835
$903K 0.01%
13,800
+2,562
836
$903K 0.01%
13,474
+1,042
837
$899K 0.01%
27,186
+4,106
838
$894K 0.01%
28,145
-4,535
839
$893K 0.01%
85,827
840
$892K 0.01%
1,071
-881
841
$891K 0.01%
7,032
-62
842
$887K 0.01%
30,741
-1,280
843
$886K 0.01%
24,843
-591
844
$885K 0.01%
6,366
+1,144
845
$884K 0.01%
21,220
-971
846
$883K 0.01%
18,158
-63
847
$879K 0.01%
26,532
+7,692
848
$878K 0.01%
5,032
+142
849
$878K 0.01%
94,153
+2,190
850
$876K 0.01%
7,720
+1,453
32 33
34
35 36