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
$42.4B
AUM Growth
+$30.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,704
New
Increased
Reduced
Closed

Top Buys

1
+$755M
2
+$622M
3
+$583M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$552M
5
AMZN icon
Amazon
AMZN
+$459M

Top Sells

1
+$13M
2
+$6.48M
3
+$4.29M
4
UAUG icon
Innovator US Equity Ultra Buffer ETF August
UAUG
+$3.35M
5
FAAR icon
First Trust Alternative Absolute Return Strategy ETF
FAAR
+$2.41M

Sector Composition

1 Technology 10.28%
2 Financials 4.45%
3 Consumer Discretionary 4.04%
4 Healthcare 3.78%
5 Industrials 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$4.63M 0.01%
+25,790
1027
$4.63M 0.01%
201,363
+169,222
1028
$4.62M 0.01%
53,579
+27,827
1029
$4.62M 0.01%
124,711
+63,358
1030
$4.62M 0.01%
127,876
+60,934
1031
$4.6M 0.01%
46,371
+33,457
1032
$4.6M 0.01%
80,821
+69,402
1033
$4.6M 0.01%
62,560
+46,666
1034
$4.58M 0.01%
6,766
+4,760
1035
$4.56M 0.01%
31,665
+23,659
1036
$4.55M 0.01%
17,015
+11,002
1037
$4.53M 0.01%
138,306
+121,743
1038
$4.53M 0.01%
95,139
-90,175
1039
$4.52M 0.01%
74,887
+47,477
1040
$4.52M 0.01%
69,729
+59,758
1041
$4.51M 0.01%
57,648
+44,797
1042
$4.5M 0.01%
136,487
+115,687
1043
$4.48M 0.01%
102,998
+96,068
1044
$4.47M 0.01%
190,040
+154,408
1045
$4.47M 0.01%
54,480
+33,115
1046
$4.46M 0.01%
225,078
+43,052
1047
$4.44M 0.01%
126,152
+60,146
1048
$4.43M 0.01%
210,981
+186,435
1049
$4.43M 0.01%
12,751
+10,164
1050
$4.42M 0.01%
127,220
+88,875
40 41
42
43 44