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
1551
$244K ﹤0.01%
4,416
+80
1552
$243K ﹤0.01%
7,493
-11,457
1553
$243K ﹤0.01%
19,058
-519
1554
$243K ﹤0.01%
8,000
1555
$242K ﹤0.01%
20,520
+5,090
1556
$241K ﹤0.01%
3,055
-10
1557
$241K ﹤0.01%
34,492
+1,461
1558
$241K ﹤0.01%
12,985
-23,815
1559
$241K ﹤0.01%
8,471
+1,250
1560
$240K ﹤0.01%
7,474
+1,138
1561
$240K ﹤0.01%
13,000
-1,900
1562
$240K ﹤0.01%
1,107
-412
1563
$240K ﹤0.01%
3,360
-1
1564
$240K ﹤0.01%
+8,333
1565
$240K ﹤0.01%
22,418
-558
1566
$240K ﹤0.01%
5,068
-21
1567
$239K ﹤0.01%
+1,095
1568
$239K ﹤0.01%
2,943
1569
$238K ﹤0.01%
16,193
+6
1570
$237K ﹤0.01%
+4,866
1571
$237K ﹤0.01%
2,853
1572
$236K ﹤0.01%
4,733
-133
1573
$236K ﹤0.01%
+5,463
1574
$236K ﹤0.01%
16,263
-409
1575
$235K ﹤0.01%
23,720
-1,329
61 62
63
64 65