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
1026
$564K 0.01%
64,803
+27,104
1027
$564K 0.01%
18,369
-8,500
1028
$563K 0.01%
3,784
-372
1029
$563K 0.01%
25,906
-884
1030
$563K 0.01%
3,536
+83
1031
$561K 0.01%
+20,510
1032
$560K 0.01%
23,019
+1,035
1033
$558K 0.01%
37,854
1034
$557K 0.01%
+46,762
1035
$555K 0.01%
2,321
+38
1036
$554K 0.01%
17,625
-1,091
1037
$554K 0.01%
16,124
-3,185
1038
$553K 0.01%
104,909
+29,984
1039
$552K 0.01%
5,022
+2,048
1040
$552K 0.01%
6,268
-1,475
1041
$550K 0.01%
+28,277
1042
$549K 0.01%
16,675
+804
1043
$547K 0.01%
49,371
+16,420
1044
$546K 0.01%
8,364
-755
1045
$546K 0.01%
3,503
+369
1046
$546K 0.01%
12,520
-388
1047
$545K 0.01%
21,115
+2,109
1048
$545K 0.01%
25,920
-953
1049
$544K 0.01%
2,288
-612
1050
$544K 0.01%
2,278
+625
40 41
42
43 44