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
1651
$202K ﹤0.01%
3,750
1652
$202K ﹤0.01%
+3,870
1653
$201K ﹤0.01%
7,240
-11,017
1654
$201K ﹤0.01%
2,825
-299
1655
$199K ﹤0.01%
15,140
-2,701
1656
$197K ﹤0.01%
13,114
+256
1657
$195K ﹤0.01%
10,855
+1,175
1658
$193K ﹤0.01%
11,315
+34
1659
$191K ﹤0.01%
10,777
-800
1660
$188K ﹤0.01%
10,582
1661
$185K ﹤0.01%
13,022
+1,420
1662
$185K ﹤0.01%
+10,266
1663
$184K ﹤0.01%
10,575
+775
1664
$181K ﹤0.01%
12,862
+257
1665
$180K ﹤0.01%
12,800
+1,374
1666
$179K ﹤0.01%
+11,708
1667
$178K ﹤0.01%
13,588
+102
1668
$178K ﹤0.01%
31,024
+1,000
1669
$178K ﹤0.01%
4,233
-378
1670
$178K ﹤0.01%
14,225
+2,180
1671
$177K ﹤0.01%
+13,081
1672
$176K ﹤0.01%
12,120
+305
1673
$174K ﹤0.01%
14,620
+515
1674
$173K ﹤0.01%
16,731
-2,592
1675
$172K ﹤0.01%
19,030
+2,994
65 66
67
68 69