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
151
$8.94M 0.14%
37,975
-18,201
152
$8.85M 0.14%
219,937
+1,311
153
$8.74M 0.14%
61,895
+238
154
$8.73M 0.14%
707,110
+217,079
155
$8.72M 0.14%
120,865
-5,055
156
$8.61M 0.14%
350,216
+24,552
157
$8.57M 0.14%
199,064
+109,215
158
$8.51M 0.14%
124,658
-2,805
159
$8.46M 0.13%
490,912
+49,674
160
$8.44M 0.13%
118,419
-155
161
$8.32M 0.13%
39,628
+7,083
162
$8.17M 0.13%
420,473
-29,864
163
$8.13M 0.13%
249,294
+206,311
164
$8.08M 0.13%
389,929
-31,357
165
$8.05M 0.13%
74,420
+2,196
166
$7.99M 0.13%
45,992
+2,450
167
$7.88M 0.13%
14,514
+578
168
$7.88M 0.13%
46,521
-2,259
169
$7.85M 0.12%
401,853
+46,594
170
$7.85M 0.12%
+248,348
171
$7.84M 0.12%
36,025
-1,034
172
$7.83M 0.12%
238,172
+19,814
173
$7.82M 0.12%
116,850
+14,083
174
$7.75M 0.12%
102,718
-5,115
175
$7.68M 0.12%
84,433
+6,456
5 6
7
8 9