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
926
$703K 0.01%
52,888
+41,664
927
$701K 0.01%
6,728
-1,212
928
$699K 0.01%
8,395
-23
929
$699K 0.01%
10,190
+5,094
930
$699K 0.01%
15,160
+136
931
$697K 0.01%
+21,544
932
$696K 0.01%
12,397
+4,762
933
$696K 0.01%
3,412
-11
934
$696K 0.01%
23,676
+11,121
935
$696K 0.01%
5,827
-3,066
936
$695K 0.01%
14,158
+1,163
937
$693K 0.01%
9,871
+27
938
$692K 0.01%
9,913
-6,915
939
$687K 0.01%
15,972
+2,432
940
$686K 0.01%
8,908
+798
941
$683K 0.01%
14,683
+5,933
942
$682K 0.01%
7,248
-548
943
$681K 0.01%
14,033
-3,179
944
$681K 0.01%
17,087
+3,208
945
$678K 0.01%
5,181
+139
946
$676K 0.01%
37,293
-1,982
947
$675K 0.01%
46,146
+8,379
948
$674K 0.01%
23,643
-3,182
949
$673K 0.01%
3,801
-187
950
$672K 0.01%
5,943
-156
36 37
38
39 40