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
1201
$427K 0.01%
40,334
-600
1202
$427K 0.01%
20,428
-6,274
1203
$427K 0.01%
2,349
+176
1204
$426K 0.01%
4,370
-76
1205
$425K 0.01%
+15,930
1206
$424K 0.01%
20,870
+3,471
1207
$422K 0.01%
3,843
+374
1208
$422K 0.01%
8,100
-4,035
1209
$422K 0.01%
3,692
+448
1210
$421K 0.01%
1,538
+42
1211
$420K 0.01%
4,648
-706
1212
$419K 0.01%
22,120
+5,071
1213
$417K 0.01%
19,020
-3,256
1214
$416K 0.01%
1,985
+640
1215
$416K 0.01%
4,292
+239
1216
$415K 0.01%
4,359
+717
1217
$414K 0.01%
4,558
+1,106
1218
$414K 0.01%
18,023
+187
1219
$413K 0.01%
19,722
+3,000
1220
$411K 0.01%
15,378
+132
1221
$409K 0.01%
+13,254
1222
$409K 0.01%
3,693
-1,528
1223
$409K 0.01%
38,055
+2,492
1224
$409K 0.01%
11,534
-2,877
1225
$408K 0.01%
15,035
+1,564
47 48
49
50 51