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
1301
$358K 0.01%
3,880
1302
$356K 0.01%
2,347
-301
1303
$355K 0.01%
4,164
-40
1304
$355K 0.01%
13,005
+3,250
1305
$353K 0.01%
+11,469
1306
$353K 0.01%
6,640
-2,784
1307
$352K 0.01%
1,172
+291
1308
$352K 0.01%
4,390
+167
1309
$351K 0.01%
3,937
-650
1310
$351K 0.01%
2,228
-851
1311
$351K 0.01%
21,336
+4,028
1312
$351K 0.01%
4,387
-1,607
1313
$350K 0.01%
12,244
+2,650
1314
$350K 0.01%
1,251
+82
1315
$350K 0.01%
+6,661
1316
$349K 0.01%
108,342
+83,870
1317
$349K 0.01%
5,057
1318
$349K 0.01%
51,044
+144
1319
$348K 0.01%
4,211
-4,123
1320
$348K 0.01%
+6,659
1321
$347K 0.01%
5,907
+40
1322
$347K 0.01%
14,057
-2,113
1323
$346K 0.01%
13,159
-3,540
1324
$346K 0.01%
2,914
-25
1325
$346K 0.01%
3,916
-229
51 52
53
54 55