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
1526
$255K ﹤0.01%
2,949
-642
1527
$254K ﹤0.01%
31,445
-13
1528
$254K ﹤0.01%
+11,044
1529
$254K ﹤0.01%
905
+92
1530
$254K ﹤0.01%
9,210
-52
1531
$254K ﹤0.01%
7,066
-1,295
1532
$254K ﹤0.01%
30,737
+900
1533
$253K ﹤0.01%
19,494
+3,760
1534
$253K ﹤0.01%
9,575
+1,037
1535
$253K ﹤0.01%
+5,727
1536
$252K ﹤0.01%
112,050
1537
$252K ﹤0.01%
5,642
1538
$252K ﹤0.01%
7,437
-42
1539
$251K ﹤0.01%
26,979
+154
1540
$250K ﹤0.01%
19,682
+1,139
1541
$250K ﹤0.01%
18,002
+1,476
1542
$249K ﹤0.01%
13,094
+2,506
1543
$248K ﹤0.01%
12,936
+6
1544
$248K ﹤0.01%
3,951
-381
1545
$248K ﹤0.01%
841
-327
1546
$247K ﹤0.01%
6,942
-170
1547
$246K ﹤0.01%
7,513
-18,976
1548
$245K ﹤0.01%
7,933
+1,729
1549
$245K ﹤0.01%
988
-5
1550
$244K ﹤0.01%
5,452
-2,515
60 61
62
63 64