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

Top Sells

1
+$13M
2
+$6.48M
3
+$4.29M
4
UAUG icon
Innovator US Equity Ultra Buffer ETF August
UAUG
+$3.35M
5
FAAR icon
First Trust Alternative Absolute Return Strategy ETF
FAAR
+$2.41M

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
101
$86.4M 0.2%
190,039
+139,025
102
$86.2M 0.2%
1,754,162
+1,313,486
103
$83.7M 0.2%
309,569
+274,793
104
$83M 0.2%
1,978,169
+1,431,632
105
$82M 0.19%
2,561,854
+2,072,971
106
$80.7M 0.19%
461,377
+331,827
107
$79.9M 0.19%
2,077,685
+1,898,023
108
$79.6M 0.19%
282,485
+217,337
109
$79M 0.19%
725,655
+263,154
110
$78.9M 0.19%
1,014,821
+696,246
111
$78.6M 0.19%
272,822
+181,531
112
$78.5M 0.19%
1,979,794
+1,906,850
113
$76.6M 0.18%
192,595
+131,683
114
$75.7M 0.18%
1,302,815
+1,104,815
115
$73.7M 0.17%
272,261
+183,480
116
$72.8M 0.17%
631,802
+473,614
117
$72.4M 0.17%
277,656
+250,453
118
$72.3M 0.17%
3,177,425
+2,711,371
119
$70M 0.17%
1,606,270
+764,778
120
$69.6M 0.16%
1,187,320
+1,050,380
121
$69.1M 0.16%
1,200,803
+936,285
122
$69.1M 0.16%
2,471,914
+1,653,505
123
$68M 0.16%
2,183,823
+1,448,154
124
$67.8M 0.16%
+1,292,684
125
$67M 0.16%
665,352
+505,072
3 4
5
6 7