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
126
$10.6M 0.17%
444,348
+1,925
127
$10.5M 0.17%
172,544
-14,863
128
$10.4M 0.17%
205,773
+24,069
129
$10.4M 0.17%
108,097
-1,025
130
$10.4M 0.17%
92,874
+26,494
131
$10.3M 0.16%
139,885
-5,175
132
$9.92M 0.16%
103,128
+10,026
133
$9.83M 0.16%
625,070
-99,758
134
$9.77M 0.16%
96,379
+72
135
$9.68M 0.15%
29,631
-11,305
136
$9.66M 0.15%
95,289
+13,678
137
$9.62M 0.15%
402,433
-38,858
138
$9.51M 0.15%
147,089
-10,806
139
$9.44M 0.15%
194,290
+4,500
140
$9.4M 0.15%
299,026
-127,300
141
$9.36M 0.15%
51,249
+5,128
142
$9.31M 0.15%
31,343
+2,039
143
$9.22M 0.15%
90,153
+4,183
144
$9.22M 0.15%
166,248
+150,523
145
$9.2M 0.15%
51,478
-747
146
$9.16M 0.15%
631,900
+158,696
147
$9.15M 0.15%
439,710
+22,938
148
$9.06M 0.14%
356,932
+51,589
149
$9.04M 0.14%
110,038
-3,255
150
$9.03M 0.14%
99,709
-1,582
4 5
6
7 8