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
851
$871K 0.01%
4,460
-456
852
$870K 0.01%
5,798
+2,919
853
$870K 0.01%
30,068
+768
854
$870K 0.01%
61,374
+11,482
855
$868K 0.01%
18,741
+1,851
856
$865K 0.01%
9,627
-6,293
857
$861K 0.01%
6,037
-104
858
$855K 0.01%
30,215
-784
859
$853K 0.01%
18,396
-2,176
860
$850K 0.01%
12,955
+933
861
$850K 0.01%
18,540
-2,746
862
$844K 0.01%
9,180
-41,885
863
$843K 0.01%
8,967
-158
864
$840K 0.01%
17,142
-1,005
865
$838K 0.01%
58,855
+11,527
866
$837K 0.01%
31,745
+15,403
867
$835K 0.01%
5,903
+2,975
868
$833K 0.01%
23,588
+1,323
869
$830K 0.01%
30,908
-1,000
870
$825K 0.01%
47,898
+29,471
871
$825K 0.01%
2,492
-4
872
$823K 0.01%
13,978
-1,784
873
$821K 0.01%
5,124
-26,492
874
$813K 0.01%
12,480
-333
875
$809K 0.01%
11,047
-1,498
33 34
35
36 37