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
1326
$345K 0.01%
15,272
+7,401
1327
$344K 0.01%
2,535
-340
1328
$344K 0.01%
11,307
-287
1329
$343K 0.01%
4,287
+372
1330
$343K 0.01%
13,057
+2,055
1331
$342K 0.01%
+72,074
1332
$342K 0.01%
11,717
+2,029
1333
$341K 0.01%
6,926
+64
1334
$340K 0.01%
2,596
-40
1335
$338K 0.01%
25,969
+6,700
1336
$338K 0.01%
7,529
+110
1337
$338K 0.01%
34,819
+1,574
1338
$337K 0.01%
4,053
+1,606
1339
$337K 0.01%
2,324
+192
1340
$335K 0.01%
1,831
+138
1341
$334K 0.01%
7,574
+926
1342
$334K 0.01%
5,641
+93
1343
$333K 0.01%
+9,673
1344
$332K 0.01%
10,480
+1,126
1345
$332K 0.01%
9,299
+876
1346
$332K 0.01%
1,533
-42
1347
$331K 0.01%
5,156
-1,154
1348
$331K 0.01%
11,302
+2,019
1349
$330K 0.01%
25,795
-138
1350
$329K 0.01%
2,954
+66
52 53
54
55 56