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
876
$809K 0.01%
11,556
-6,450
877
$808K 0.01%
15,563
-11,339
878
$803K 0.01%
16,035
-3,047
879
$803K 0.01%
6,036
+161
880
$803K 0.01%
61,047
-504
881
$799K 0.01%
34,104
-2,488
882
$798K 0.01%
27,307
+12,112
883
$798K 0.01%
6,053
+135
884
$797K 0.01%
53,166
+9
885
$797K 0.01%
3,297
+1,044
886
$796K 0.01%
9,990
+5,669
887
$795K 0.01%
9,656
-441
888
$792K 0.01%
9,539
+303
889
$789K 0.01%
17,826
+2,647
890
$786K 0.01%
26,170
+3,002
891
$783K 0.01%
9,532
-1,088
892
$778K 0.01%
63,075
-35,102
893
$773K 0.01%
33,792
+6,079
894
$770K 0.01%
41,191
+11,591
895
$768K 0.01%
4,165
+2,108
896
$767K 0.01%
7,802
-106
897
$767K 0.01%
15,245
-330
898
$763K 0.01%
35,522
-4,049
899
$762K 0.01%
2,381
-135
900
$757K 0.01%
3,699
+214
34 35
36
37 38