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
101
$12.3M 0.2%
288,649
+42,481
102
$12.3M 0.2%
262,747
-132,376
103
$12.2M 0.19%
88,992
+1,757
104
$12.1M 0.19%
85,656
+15,206
105
$12M 0.19%
245,493
-14,201
106
$12M 0.19%
48,703
+3,073
107
$12M 0.19%
72,056
+1,494
108
$11.6M 0.19%
127,767
-54,711
109
$11.6M 0.18%
149,637
-17,435
110
$11.6M 0.18%
63,788
-4,257
111
$11.5M 0.18%
89,031
+1,334
112
$11.4M 0.18%
181,874
-303
113
$11.4M 0.18%
103,731
+82,196
114
$11.4M 0.18%
79,452
+449
115
$11.3M 0.18%
382,920
+9,330
116
$11.3M 0.18%
147,056
-17,281
117
$11.2M 0.18%
139,210
-15,086
118
$11.1M 0.18%
80,557
-14,751
119
$11.1M 0.18%
295,419
+2,404
120
$10.9M 0.17%
220,054
-58,352
121
$10.9M 0.17%
44,706
+2,142
122
$10.9M 0.17%
182,864
-10,852
123
$10.9M 0.17%
405,648
+247,552
124
$10.8M 0.17%
141,853
+3,856
125
$10.7M 0.17%
214,171
+69,105
3 4
5
6 7