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
1426
$295K ﹤0.01%
17,421
1427
$294K ﹤0.01%
3,054
-302
1428
$294K ﹤0.01%
13,514
-1,865
1429
$294K ﹤0.01%
+7,033
1430
$293K ﹤0.01%
+5,030
1431
$293K ﹤0.01%
5,698
-276
1432
$293K ﹤0.01%
8,332
+778
1433
$292K ﹤0.01%
2,460
+12
1434
$292K ﹤0.01%
11,690
+226
1435
$291K ﹤0.01%
6,052
-5,891
1436
$291K ﹤0.01%
5,025
+37
1437
$289K ﹤0.01%
11,488
+28
1438
$289K ﹤0.01%
+7,475
1439
$289K ﹤0.01%
+8,509
1440
$288K ﹤0.01%
13,401
-2,596
1441
$287K ﹤0.01%
21,617
-2,016
1442
$285K ﹤0.01%
125,610
-600
1443
$285K ﹤0.01%
23,124
-8,090
1444
$285K ﹤0.01%
14,511
+1,052
1445
$284K ﹤0.01%
3,456
+1,247
1446
$284K ﹤0.01%
15,158
-1,955
1447
$283K ﹤0.01%
2,953
+67
1448
$283K ﹤0.01%
+7,605
1449
$283K ﹤0.01%
13,630
+1,645
1450
$283K ﹤0.01%
37,486
-9,278
56 57
58
59 60