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
1176
$441K 0.01%
8,059
-69
1177
$441K 0.01%
5,142
+864
1178
$441K 0.01%
15,518
+5,113
1179
$440K 0.01%
4,922
+286
1180
$440K 0.01%
56,000
1181
$439K 0.01%
+35,651
1182
$438K 0.01%
8,125
+280
1183
$438K 0.01%
19,680
+1,475
1184
$437K 0.01%
+3,342
1185
$437K 0.01%
4,697
+454
1186
$436K 0.01%
34,975
+5,325
1187
$436K 0.01%
10,668
-494
1188
$436K 0.01%
12,989
-1,025
1189
$435K 0.01%
3,953
+36
1190
$435K 0.01%
15,597
-11,335
1191
$434K 0.01%
11,352
+2,202
1192
$433K 0.01%
42,035
+2,496
1193
$432K 0.01%
+15,116
1194
$432K 0.01%
6,624
+1,480
1195
$432K 0.01%
8,262
+3,183
1196
$431K 0.01%
2,056
+289
1197
$430K 0.01%
31,859
+1,625
1198
$430K 0.01%
26,275
-5,050
1199
$429K 0.01%
+9,699
1200
$428K 0.01%
24,363
-197
46 47
48
49 50