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
1351
$329K 0.01%
6,086
+325
1352
$328K 0.01%
8,179
-380
1353
$328K 0.01%
19,380
1354
$328K 0.01%
47,775
+1,011
1355
$328K 0.01%
5,687
+778
1356
$327K 0.01%
7,300
+110
1357
$327K 0.01%
6,624
-6,303
1358
$327K 0.01%
18,129
+1,108
1359
$327K 0.01%
48,500
+500
1360
$327K 0.01%
+12,710
1361
$327K 0.01%
11,297
+351
1362
$326K 0.01%
5,426
-229
1363
$325K 0.01%
7,121
+1,469
1364
$324K 0.01%
35,568
+25,547
1365
$324K 0.01%
25,171
-19,482
1366
$322K 0.01%
36,595
+6,375
1367
$321K 0.01%
10,656
+1,080
1368
$321K 0.01%
5,637
+57
1369
$321K 0.01%
16,126
-135
1370
$321K 0.01%
4,570
+402
1371
$320K 0.01%
10,548
1372
$320K 0.01%
3,317
-1,012
1373
$320K 0.01%
1,507
+341
1374
$319K 0.01%
18,458
+31
1375
$319K 0.01%
10,134
+26
53 54
55
56 57