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
1601
$225K ﹤0.01%
3,108
1602
$225K ﹤0.01%
14,859
-2,126
1603
$225K ﹤0.01%
+956
1604
$224K ﹤0.01%
2,555
-390
1605
$223K ﹤0.01%
+7,841
1606
$223K ﹤0.01%
7,992
+112
1607
$222K ﹤0.01%
7,270
-10,903
1608
$221K ﹤0.01%
5,116
-534
1609
$221K ﹤0.01%
5,877
-916
1610
$221K ﹤0.01%
3,840
+51
1611
$221K ﹤0.01%
+2,005
1612
$220K ﹤0.01%
47,664
+2,663
1613
$220K ﹤0.01%
9,093
-378
1614
$220K ﹤0.01%
9,546
+3
1615
$218K ﹤0.01%
10,900
1616
$217K ﹤0.01%
3,718
+498
1617
$217K ﹤0.01%
9,939
-5,799
1618
$216K ﹤0.01%
6,582
-12,852
1619
$216K ﹤0.01%
34,322
-2,540
1620
$216K ﹤0.01%
12,260
+453
1621
$216K ﹤0.01%
+10,271
1622
$215K ﹤0.01%
6,509
+41
1623
$214K ﹤0.01%
3,160
+723
1624
$214K ﹤0.01%
159,975
+10,287
1625
$214K ﹤0.01%
3,995
-702
63 64
65
66 67