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
976
$640K 0.01%
76,599
+37,523
977
$638K 0.01%
22,677
+1,830
978
$638K 0.01%
14,185
+441
979
$637K 0.01%
19,441
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980
$637K 0.01%
3,553
-468
981
$635K 0.01%
+28,594
982
$634K 0.01%
12,837
+2,881
983
$634K 0.01%
26,333
+1,546
984
$633K 0.01%
5,444
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985
$631K 0.01%
59,849
-5,299
986
$630K 0.01%
19,049
-8,668
987
$629K 0.01%
10,989
+473
988
$627K 0.01%
16,609
989
$623K 0.01%
17,535
990
$621K 0.01%
12,813
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14,101
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992
$618K 0.01%
89,523
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993
$611K 0.01%
12,190
-4,354
994
$610K 0.01%
7,866
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995
$610K 0.01%
12,971
-192
996
$608K 0.01%
8,177
+4,197
997
$607K 0.01%
14,494
+650
998
$607K 0.01%
11,814
-49
999
$605K 0.01%
5,380
+141
1000
$604K 0.01%
1,572
-77
38 39
40
41 42