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
1151
$455K 0.01%
25,658
-5,826
1152
$454K 0.01%
968
+108
1153
$454K 0.01%
4,249
-91
1154
$454K 0.01%
2,305
-5,828
1155
$454K 0.01%
4,671
+629
1156
$453K 0.01%
4,414
+1,196
1157
$452K 0.01%
2,659
+137
1158
$452K 0.01%
3,906
-409
1159
$452K 0.01%
2,191
-154
1160
$451K 0.01%
32,703
-731
1161
$451K 0.01%
9,012
-69
1162
$450K 0.01%
13,029
-1,191
1163
$450K 0.01%
7,855
+288
1164
$450K 0.01%
24,043
-982
1165
$450K 0.01%
28,964
+3,004
1166
$450K 0.01%
2,457
-99
1167
$450K 0.01%
7,756
+163
1168
$450K 0.01%
11,493
+772
1169
$448K 0.01%
+14,907
1170
$446K 0.01%
97,876
-34
1171
$444K 0.01%
4,906
+1,586
1172
$444K 0.01%
1,512
+125
1173
$443K 0.01%
6,856
-7,209
1174
$442K 0.01%
6,772
+535
1175
$442K 0.01%
86,194
+59,830
45 46
47
48 49