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
1051
$543K 0.01%
19,966
-1,584
1052
$543K 0.01%
10,359
+509
1053
$540K 0.01%
21,756
-1,379
1054
$539K 0.01%
7,096
+1,657
1055
$539K 0.01%
10,972
+1,876
1056
$539K 0.01%
15,445
+464
1057
$539K 0.01%
+21,284
1058
$538K 0.01%
10,811
-619
1059
$537K 0.01%
3,749
+243
1060
$537K 0.01%
18,630
-5,687
1061
$535K 0.01%
34,518
-20,166
1062
$535K 0.01%
5,049
+1,221
1063
$533K 0.01%
19,728
-3,919
1064
$533K 0.01%
10,224
-64
1065
$533K 0.01%
+14,827
1066
$533K 0.01%
11,517
+770
1067
$532K 0.01%
61,501
+1,821
1068
$531K 0.01%
42,011
-2,818
1069
$529K 0.01%
12,952
+3,520
1070
$527K 0.01%
9,075
-1,425
1071
$527K 0.01%
8,291
+710
1072
$526K 0.01%
3,251
+27
1073
$526K 0.01%
6,420
+565
1074
$526K 0.01%
8,864
+451
1075
$526K 0.01%
6,327
41 42
43
44 45