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
1076
$525K 0.01%
18,766
+5
1077
$523K 0.01%
10,516
+53
1078
$522K 0.01%
4,530
+704
1079
$521K 0.01%
26,742
-20,938
1080
$520K 0.01%
11,247
+1,159
1081
$516K 0.01%
21,201
-442
1082
$516K 0.01%
3,977
-1,669
1083
$515K 0.01%
19,005
-140
1084
$514K 0.01%
4,317
-231
1085
$513K 0.01%
40,871
+21,112
1086
$512K 0.01%
2,770
+225
1087
$512K 0.01%
16,987
+7,068
1088
$512K 0.01%
9,495
-5,035
1089
$509K 0.01%
14,614
-2,069
1090
$509K 0.01%
2,466
+26
1091
$508K 0.01%
9,842
+1,612
1092
$507K 0.01%
7,900
+124
1093
$506K 0.01%
6,925
+495
1094
$505K 0.01%
1,313
-23
1095
$504K 0.01%
5,577
+113
1096
$503K 0.01%
6,015
-197
1097
$500K 0.01%
15,982
+1,123
1098
$500K 0.01%
22,762
+311
1099
$500K 0.01%
5,768
+52
1100
$499K 0.01%
10,890
-21,772
42 43
44
45 46