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
1001
$598K 0.01%
22,161
+5,204
1002
$593K 0.01%
26,107
-5,453
1003
$593K 0.01%
10,331
-304
1004
$593K 0.01%
14,258
+1,226
1005
$590K 0.01%
9,322
+2,406
1006
$590K 0.01%
9,666
-2,706
1007
$589K 0.01%
15,130
+1,340
1008
$589K 0.01%
+32,401
1009
$586K 0.01%
16,881
-2,003
1010
$585K 0.01%
41,343
+5,306
1011
$585K 0.01%
+11,890
1012
$584K 0.01%
24,348
-718
1013
$584K 0.01%
23,056
+1,434
1014
$582K 0.01%
9,916
-165
1015
$581K 0.01%
6,971
+299
1016
$579K 0.01%
20,220
+3,390
1017
$579K 0.01%
11,962
+450
1018
$572K 0.01%
442
-38
1019
$571K 0.01%
+15,824
1020
$570K 0.01%
21,331
-239
1021
$570K 0.01%
9,550
-512
1022
$568K 0.01%
6,167
+65
1023
$568K 0.01%
12,482
-33
1024
$567K 0.01%
11,131
+590
1025
$567K 0.01%
10,323
+2,373
39 40
41
42 43