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
1676
$171K ﹤0.01%
+27,589
1677
$170K ﹤0.01%
16,074
+2,884
1678
$169K ﹤0.01%
14,977
-632
1679
$169K ﹤0.01%
27,889
+4,267
1680
$167K ﹤0.01%
13,125
+176
1681
$166K ﹤0.01%
18,454
-12,122
1682
$165K ﹤0.01%
+13,806
1683
$165K ﹤0.01%
23,379
+5,445
1684
$164K ﹤0.01%
11,831
-2,307
1685
$163K ﹤0.01%
12,427
+5
1686
$162K ﹤0.01%
14,869
-4,168
1687
$161K ﹤0.01%
10,950
1688
$160K ﹤0.01%
36,000
+8,500
1689
$160K ﹤0.01%
29,300
1690
$159K ﹤0.01%
28,831
-9,066
1691
$157K ﹤0.01%
47,075
+10,981
1692
$156K ﹤0.01%
15,555
-5,441
1693
$155K ﹤0.01%
39,854
+1,315
1694
$154K ﹤0.01%
13,181
+32
1695
$152K ﹤0.01%
22,217
+2,200
1696
$152K ﹤0.01%
16,139
-1,756
1697
$151K ﹤0.01%
13,569
+75
1698
$149K ﹤0.01%
13,314
1699
$149K ﹤0.01%
+10,603
1700
$147K ﹤0.01%
+10,599
66 67
68
69 70