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
1226
$407K 0.01%
35,957
-496
1227
$407K 0.01%
10,652
+779
1228
$407K 0.01%
32,210
+131
1229
$406K 0.01%
+4,647
1230
$405K 0.01%
12,715
+1,928
1231
$404K 0.01%
10,509
+1,026
1232
$402K 0.01%
3,305
-469
1233
$402K 0.01%
8,223
-776
1234
$401K 0.01%
15,351
-275
1235
$401K 0.01%
7,286
+28
1236
$401K 0.01%
15,813
+1,846
1237
$400K 0.01%
5,459
+274
1238
$400K 0.01%
1,013
-1,239
1239
$397K 0.01%
2,726
-2,230
1240
$397K 0.01%
35,701
+3,387
1241
$396K 0.01%
8,772
-282
1242
$396K 0.01%
1,303
+534
1243
$395K 0.01%
7,518
+509
1244
$395K 0.01%
2,548
-449
1245
$394K 0.01%
12,736
-1,225
1246
$394K 0.01%
18,518
+3,577
1247
$393K 0.01%
20,538
-558
1248
$393K 0.01%
5,029
-349
1249
$392K 0.01%
1,658
-55
1250
$391K 0.01%
13,202
+591
48 49
50
51 52