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
1376
$319K 0.01%
29,297
+11,015
1377
$319K 0.01%
19,691
-3,546
1378
$318K 0.01%
21,763
+11,463
1379
$318K 0.01%
16,659
-815
1380
$318K 0.01%
12,188
+4,276
1381
$317K 0.01%
13,432
-246
1382
$317K 0.01%
3,019
+405
1383
$316K 0.01%
1,478
+57
1384
$316K 0.01%
13,666
-5,009
1385
$315K 0.01%
2,932
+66
1386
$314K 0.01%
9,419
-2,813
1387
$314K 0.01%
7,227
+881
1388
$313K 0.01%
1,929
-179
1389
$313K 0.01%
+12,780
1390
$313K 0.01%
6,792
+263
1391
$312K 0.01%
26,688
+4,552
1392
$312K 0.01%
1,579
-104
1393
$311K ﹤0.01%
2,968
+394
1394
$311K ﹤0.01%
31,144
+3,687
1395
$311K ﹤0.01%
13,160
-2,720
1396
$311K ﹤0.01%
6,981
-2,280
1397
$309K ﹤0.01%
9,337
-2,970
1398
$309K ﹤0.01%
9,761
+6,165
1399
$309K ﹤0.01%
6,439
-572
1400
$308K ﹤0.01%
5,313
+549
54 55
56
57 58