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
1276
$376K 0.01%
35,840
-100
1277
$372K 0.01%
6,567
+803
1278
$372K 0.01%
22,551
+581
1279
$372K 0.01%
32,851
+1,365
1280
$372K 0.01%
7,592
+1,613
1281
$371K 0.01%
5,354
+1,904
1282
$370K 0.01%
5,576
-381
1283
$370K 0.01%
+4,266
1284
$370K 0.01%
139,188
+7,658
1285
$370K 0.01%
3,313
-15
1286
$369K 0.01%
24,176
+12,714
1287
$368K 0.01%
+10,796
1288
$367K 0.01%
4,592
-360
1289
$367K 0.01%
+7,588
1290
$367K 0.01%
21,172
+1,108
1291
$365K 0.01%
103,350
-3,250
1292
$365K 0.01%
15,642
+1,200
1293
$364K 0.01%
12,349
-574
1294
$364K 0.01%
22,426
-1,428
1295
$361K 0.01%
13,656
-951
1296
$359K 0.01%
127,000
+2,700
1297
$359K 0.01%
+31,313
1298
$359K 0.01%
1,285
-11
1299
$359K 0.01%
+7,312
1300
$358K 0.01%
32,863
-368
50 51
52
53 54