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
1451
$283K ﹤0.01%
8,300
1452
$282K ﹤0.01%
+3,197
1453
$282K ﹤0.01%
+19,189
1454
$282K ﹤0.01%
3,575
+691
1455
$282K ﹤0.01%
6,515
+212
1456
$281K ﹤0.01%
2,314
+335
1457
$281K ﹤0.01%
11,466
+476
1458
$281K ﹤0.01%
8,217
-3,971
1459
$281K ﹤0.01%
37,321
-375
1460
$280K ﹤0.01%
3,315
-70
1461
$280K ﹤0.01%
13,821
+1,735
1462
$280K ﹤0.01%
+14,435
1463
$280K ﹤0.01%
+1,102
1464
$280K ﹤0.01%
8,444
-2,142
1465
$279K ﹤0.01%
42,098
+530
1466
$279K ﹤0.01%
8,415
+335
1467
$279K ﹤0.01%
2,970
-36,591
1468
$278K ﹤0.01%
2,979
+165
1469
$277K ﹤0.01%
2,474
+152
1470
$277K ﹤0.01%
15,594
-7,252
1471
$277K ﹤0.01%
15,552
+4,206
1472
$276K ﹤0.01%
5,209
+833
1473
$276K ﹤0.01%
3,712
-12
1474
$276K ﹤0.01%
+11,936
1475
$276K ﹤0.01%
1,361
+52
57 58
59
60 61