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
901
$757K 0.01%
13,415
+814
902
$753K 0.01%
+15,035
903
$752K 0.01%
18,293
+4,695
904
$751K 0.01%
31,592
+3,499
905
$751K 0.01%
4,439
+59
906
$749K 0.01%
11,401
-104
907
$746K 0.01%
10,927
908
$744K 0.01%
4,131
-454
909
$743K 0.01%
20,623
+2,982
910
$742K 0.01%
41,722
+1,537
911
$742K 0.01%
82,225
-23,163
912
$741K 0.01%
27,845
+478
913
$740K 0.01%
17,969
+4,269
914
$736K 0.01%
42,197
+24,419
915
$733K 0.01%
6,959
-24
916
$731K 0.01%
21,562
+2,417
917
$730K 0.01%
3,757
-1,503
918
$728K 0.01%
10,362
+384
919
$717K 0.01%
27,076
+18,762
920
$717K 0.01%
29,707
+4,225
921
$714K 0.01%
38,550
-11,774
922
$711K 0.01%
20,082
-1,467
923
$711K 0.01%
24,134
+1,092
924
$707K 0.01%
77,979
+11,328
925
$705K 0.01%
45,752
+1,000
35 36
37
38 39