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
1251
$391K 0.01%
8,322
-2,132
1252
$387K 0.01%
1,840
+8
1253
$387K 0.01%
10,230
+430
1254
$385K 0.01%
13,448
+69
1255
$385K 0.01%
16,484
+1,469
1256
$384K 0.01%
30,804
-15,179
1257
$383K 0.01%
10,632
+264
1258
$383K 0.01%
2,146
-25
1259
$383K 0.01%
13,912
-700
1260
$383K 0.01%
23,745
+7,042
1261
$382K 0.01%
771
-401
1262
$382K 0.01%
14,285
+6,881
1263
$381K 0.01%
11,430
1264
$381K 0.01%
18,613
+266
1265
$381K 0.01%
7,406
-11,247
1266
$380K 0.01%
6,300
+500
1267
$379K 0.01%
9,656
-2,003
1268
$379K 0.01%
42,421
+420
1269
$379K 0.01%
16,206
+308
1270
$379K 0.01%
20,221
+247
1271
$378K 0.01%
+3,375
1272
$377K 0.01%
16,223
1273
$377K 0.01%
5,259
-1,588
1274
$376K 0.01%
7,212
+2,561
1275
$376K 0.01%
9,489
-1,128
49 50
51
52 53