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
1576
$234K ﹤0.01%
2,471
-1,280
1577
$234K ﹤0.01%
+18,478
1578
$234K ﹤0.01%
+7,527
1579
$233K ﹤0.01%
7,743
+180
1580
$233K ﹤0.01%
6,244
+697
1581
$233K ﹤0.01%
5,397
-457
1582
$233K ﹤0.01%
10,252
+1,359
1583
$232K ﹤0.01%
3,014
+206
1584
$232K ﹤0.01%
22,520
-900
1585
$231K ﹤0.01%
13,248
+125
1586
$231K ﹤0.01%
3,428
-311
1587
$230K ﹤0.01%
10,406
+16
1588
$230K ﹤0.01%
6,932
-489
1589
$230K ﹤0.01%
12,195
-703
1590
$229K ﹤0.01%
4,176
+667
1591
$229K ﹤0.01%
3,736
+15
1592
$228K ﹤0.01%
+602
1593
$228K ﹤0.01%
4,360
-1,125
1594
$228K ﹤0.01%
9,448
+471
1595
$228K ﹤0.01%
29,660
+17,425
1596
$227K ﹤0.01%
25,016
-3,206
1597
$226K ﹤0.01%
18,406
+6,543
1598
$226K ﹤0.01%
13,344
-308,913
1599
$226K ﹤0.01%
6,362
+1,047
1600
$226K ﹤0.01%
11,783
+60
62 63
64
65 66