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
1126
$477K 0.01%
11,436
-374
1127
$477K 0.01%
5,282
-5,895
1128
$476K 0.01%
3,582
-32
1129
$476K 0.01%
18,495
+6,082
1130
$476K 0.01%
4,727
+523
1131
$473K 0.01%
4,827
+539
1132
$473K 0.01%
8,934
-1,433
1133
$471K 0.01%
3,315
+23
1134
$471K 0.01%
15,049
-14,312
1135
$471K 0.01%
6,326
-438
1136
$470K 0.01%
13,621
+2,935
1137
$469K 0.01%
9,712
-249
1138
$467K 0.01%
12,177
-3,512
1139
$466K 0.01%
4,776
+819
1140
$465K 0.01%
7,769
+3,015
1141
$463K 0.01%
+34,347
1142
$462K 0.01%
2,159
+359
1143
$461K 0.01%
6,519
+256
1144
$461K 0.01%
859
-99
1145
$460K 0.01%
29,118
+382
1146
$459K 0.01%
15,756
+3,739
1147
$458K 0.01%
5,336
-1,400
1148
$456K 0.01%
20,721
+3,595
1149
$455K 0.01%
2,971
+88
1150
$455K 0.01%
47,787
+879
44 45
46
47 48