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
$42.4B
AUM Growth
+$30.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,704
New
Increased
Reduced
Closed

Top Buys

1 +$755M
2 +$622M
3 +$583M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$552M
5
AMZN icon
Amazon
AMZN
+$459M

Sector Composition

1 Technology 10.28%
2 Financials 4.45%
3 Consumer Discretionary 4.04%
4 Healthcare 3.78%
5 Industrials 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$3.42M 0.01%
27,409
+24,269
1202
$3.42M 0.01%
55,878
+30,071
1203
$3.4M 0.01%
52,697
+43,990
1204
$3.4M 0.01%
10,162
+4,494
1205
$3.38M 0.01%
+24,202
1206
$3.37M 0.01%
115,487
+81,987
1207
$3.36M 0.01%
293,548
+262,101
1208
$3.36M 0.01%
122,210
+10,047
1209
$3.33M 0.01%
140,514
-92,410
1210
$3.33M 0.01%
176,462
+132,460
1211
$3.32M 0.01%
99,390
+92,129
1212
$3.32M 0.01%
92,212
+53,155
1213
$3.32M 0.01%
45,527
+20,560
1214
$3.32M 0.01%
43,572
+40,160
1215
$3.32M 0.01%
210,183
+190,497
1216
$3.32M 0.01%
55,743
+52,206
1217
$3.31M 0.01%
109,493
+66,510
1218
$3.31M 0.01%
54,107
+50,018
1219
$3.31M 0.01%
+138,355
1220
$3.3M 0.01%
83,326
+77,527
1221
$3.3M 0.01%
89,648
+56,465
1222
$3.3M 0.01%
33,699
+18,003
1223
$3.29M 0.01%
67,173
+40,096
1224
$3.29M 0.01%
29,306
+20,737
1225
$3.28M 0.01%
83,867
+66,082