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
1401
$308K ﹤0.01%
4,415
-288
1402
$308K ﹤0.01%
32,336
-3,250
1403
$307K ﹤0.01%
2,062
-1,328
1404
$307K ﹤0.01%
7,947
1405
$307K ﹤0.01%
10,850
+729
1406
$306K ﹤0.01%
4,866
-461
1407
$306K ﹤0.01%
9,324
+78
1408
$305K ﹤0.01%
5,207
1409
$305K ﹤0.01%
+13,985
1410
$304K ﹤0.01%
5,339
+408
1411
$303K ﹤0.01%
6,645
+228
1412
$302K ﹤0.01%
36,039
+1,235
1413
$302K ﹤0.01%
6,465
-937
1414
$302K ﹤0.01%
12,416
-403
1415
$301K ﹤0.01%
6,598
-50
1416
$301K ﹤0.01%
+1,912
1417
$301K ﹤0.01%
15,056
1418
$301K ﹤0.01%
12,453
+4,328
1419
$299K ﹤0.01%
12,759
-911
1420
$299K ﹤0.01%
59,200
+2,750
1421
$298K ﹤0.01%
2,715
-111
1422
$298K ﹤0.01%
2,811
+793
1423
$298K ﹤0.01%
3,988
+481
1424
$297K ﹤0.01%
+6,348
1425
$296K ﹤0.01%
7,335
+1,265
55 56
57
58 59