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
1101
$499K 0.01%
8,192
+121
1102
$498K 0.01%
5,663
+348
1103
$497K 0.01%
14,806
+6,537
1104
$496K 0.01%
30,074
-1,308
1105
$496K 0.01%
9,102
+1,198
1106
$495K 0.01%
19,209
-4,914
1107
$491K 0.01%
4,917
-41
1108
$490K 0.01%
8,064
+237
1109
$490K 0.01%
20,956
-1,492
1110
$490K 0.01%
2,052
+182
1111
$489K 0.01%
9,615
+5,478
1112
$487K 0.01%
26,734
+4
1113
$485K 0.01%
6,886
+10
1114
$484K 0.01%
1,242
+29
1115
$484K 0.01%
26,678
-1,109
1116
$484K 0.01%
11,547
+1,063
1117
$483K 0.01%
5,055
+1,596
1118
$483K 0.01%
22,731
1119
$483K 0.01%
33,555
+3,892
1120
$480K 0.01%
10,337
-1,304
1121
$480K 0.01%
5,239
+783
1122
$480K 0.01%
13,603
-60
1123
$479K 0.01%
14,187
-22,263
1124
$479K 0.01%
15,463
+764
1125
$478K 0.01%
3,440
+1,828
43 44
45
46 47