Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $91.5B
1-Year Est. Return 19.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.12%
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
1,980
New
Increased
Reduced
Closed

Top Buys

1
+$72.3M
2
+$18.5M
3
+$12.1M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$11.2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.2M

Top Sells

1
+$11.4M
2
+$9.47M
3
+$9.01M
4
VDE icon
Vanguard Energy ETF
VDE
+$6.39M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$6.29M

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%
18,129
+1,108
1357
$327K 0.01%
48,500
+500
1358
$327K 0.01%
+12,710
1359
$327K 0.01%
11,297
+351
1360
$327K 0.01%
7,300
+110
1361
$327K 0.01%
6,624
-6,303
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%
29,297
+11,015
1375
$319K 0.01%
19,691
-3,546
53 54
55
56 57