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
76
$16.9M 0.27%
96,879
+4,377
77
$16.6M 0.26%
193,957
-12,286
78
$16.5M 0.26%
93,509
+2,201
79
$16.4M 0.26%
781,797
-230,438
80
$15.5M 0.25%
135,035
-21,194
81
$15.5M 0.25%
88,197
+3,716
82
$15.4M 0.25%
153,490
+81,657
83
$15.4M 0.24%
493,255
+90,751
84
$15.2M 0.24%
216,469
-317
85
$15.2M 0.24%
363,772
+16,090
86
$15.1M 0.24%
118,995
+5,643
87
$15M 0.24%
537,756
+57,300
88
$14.8M 0.24%
34,412
-354
89
$14.8M 0.24%
46,850
+770
90
$14.7M 0.23%
47,880
+24,661
91
$14.7M 0.23%
209,806
-7,676
92
$14.6M 0.23%
143,516
-2,118
93
$14.4M 0.23%
507,467
+157,641
94
$14.4M 0.23%
154,946
+14,420
95
$14M 0.22%
237,875
+96,929
96
$14M 0.22%
276,842
+29,128
97
$13M 0.21%
556,743
+4,569
98
$12.9M 0.21%
151,079
+16,786
99
$12.8M 0.2%
167,376
+9,706
100
$12.4M 0.2%
279,640
+25,375
2 3
4
5 6