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
1476
$276K ﹤0.01%
+11,748
1477
$275K ﹤0.01%
+10,852
1478
$275K ﹤0.01%
25,663
+8,750
1479
$275K ﹤0.01%
15,559
-283
1480
$275K ﹤0.01%
34,231
-1,572
1481
$273K ﹤0.01%
3,289
-2,670
1482
$273K ﹤0.01%
14,812
+5,223
1483
$273K ﹤0.01%
31,128
-6,101
1484
$272K ﹤0.01%
5,582
+195
1485
$272K ﹤0.01%
549
+45
1486
$271K ﹤0.01%
+2,329
1487
$271K ﹤0.01%
12,262
-3,952
1488
$271K ﹤0.01%
906
-44
1489
$271K ﹤0.01%
29,385
+2,050
1490
$270K ﹤0.01%
5,928
+141
1491
$270K ﹤0.01%
890
+68
1492
$270K ﹤0.01%
+4,083
1493
$269K ﹤0.01%
7,698
+631
1494
$269K ﹤0.01%
+9,368
1495
$268K ﹤0.01%
2,945
-278
1496
$267K ﹤0.01%
7,976
-2,611
1497
$267K ﹤0.01%
6,220
+1,075
1498
$267K ﹤0.01%
20,361
+1,855
1499
$266K ﹤0.01%
4,505
+495
1500
$266K ﹤0.01%
51,478
-2,509
58 59
60
61 62