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
1501
$266K ﹤0.01%
8,661
+99
1502
$266K ﹤0.01%
2,913
+124
1503
$266K ﹤0.01%
10,854
-40
1504
$265K ﹤0.01%
4,057
+7
1505
$265K ﹤0.01%
5,263
+1,846
1506
$264K ﹤0.01%
4,988
+252
1507
$264K ﹤0.01%
22,680
1508
$264K ﹤0.01%
7,825
-1,133
1509
$264K ﹤0.01%
+8,656
1510
$263K ﹤0.01%
8,369
-19
1511
$260K ﹤0.01%
2,134
+682
1512
$259K ﹤0.01%
647
-1,436
1513
$259K ﹤0.01%
17,473
-4,525
1514
$259K ﹤0.01%
22,509
+4,723
1515
$259K ﹤0.01%
9,262
+425
1516
$258K ﹤0.01%
+4,057
1517
$257K ﹤0.01%
23,954
+191
1518
$257K ﹤0.01%
6,650
1519
$257K ﹤0.01%
10,385
-946
1520
$256K ﹤0.01%
9,835
-7,676
1521
$256K ﹤0.01%
64
+6
1522
$255K ﹤0.01%
1,894
+214
1523
$255K ﹤0.01%
4,083
+6
1524
$255K ﹤0.01%
7,008
-278
1525
$255K ﹤0.01%
3,996
-45
59 60
61
62 63