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
1626
$213K ﹤0.01%
14,122
-4
1627
$213K ﹤0.01%
7,074
+377
1628
$213K ﹤0.01%
+9,159
1629
$213K ﹤0.01%
+8,367
1630
$212K ﹤0.01%
2,604
+95
1631
$212K ﹤0.01%
9,830
+800
1632
$212K ﹤0.01%
+8,503
1633
$211K ﹤0.01%
4,551
+399
1634
$210K ﹤0.01%
4,737
+102
1635
$208K ﹤0.01%
+17,955
1636
$208K ﹤0.01%
7,605
-995
1637
$207K ﹤0.01%
+3,032
1638
$207K ﹤0.01%
2,618
-118
1639
$207K ﹤0.01%
15,692
-125
1640
$206K ﹤0.01%
2,578
-296
1641
$205K ﹤0.01%
11,154
-540
1642
$205K ﹤0.01%
19,873
+6,360
1643
$204K ﹤0.01%
24,267
+6,787
1644
$204K ﹤0.01%
4,643
-29,740
1645
$203K ﹤0.01%
6,946
-808
1646
$202K ﹤0.01%
2,749
-5,214
1647
$202K ﹤0.01%
+6,308
1648
$202K ﹤0.01%
5,567
+146
1649
$202K ﹤0.01%
106,776
+13,750
1650
$202K ﹤0.01%
+881
64 65
66
67 68