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
$42.4B
AUM Growth
+$30.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,704
New
Increased
Reduced
Closed

Top Buys

1
+$755M
2
+$622M
3
+$583M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$552M
5
AMZN icon
Amazon
AMZN
+$459M

Top Sells

1
+$13M
2
+$6.48M
3
+$4.29M
4
UAUG icon
Innovator US Equity Ultra Buffer ETF August
UAUG
+$3.35M
5
FAAR icon
First Trust Alternative Absolute Return Strategy ETF
FAAR
+$2.41M

Sector Composition

1 Technology 10.28%
2 Financials 4.45%
3 Consumer Discretionary 4.04%
4 Healthcare 3.78%
5 Industrials 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$56M 0.13%
1,107,122
+609,976
152
$55.3M 0.13%
1,107,552
+758,624
153
$54.8M 0.13%
1,208,483
+710,435
154
$54.7M 0.13%
476,189
+86,339
155
$53.5M 0.13%
470,298
+344,306
156
$53.4M 0.13%
129,927
+103,850
157
$52.1M 0.12%
383,222
+292,495
158
$51.5M 0.12%
951,335
+765,048
159
$51.3M 0.12%
464,267
+375,648
160
$51.1M 0.12%
661,589
+439,500
161
$51.1M 0.12%
101,212
+68,921
162
$50.5M 0.12%
2,871,055
+2,043,879
163
$50M 0.12%
1,380,536
+1,019,272
164
$49.7M 0.12%
254,980
+153,918
165
$49.7M 0.12%
543,855
+361,489
166
$49.4M 0.12%
470,764
+317,064
167
$49.3M 0.12%
615,276
+484,403
168
$49.1M 0.12%
1,166,332
+904,656
169
$49M 0.12%
482,921
+383,429
170
$49M 0.12%
389,754
+251,767
171
$48.9M 0.12%
156,299
+136,387
172
$48.6M 0.11%
740,621
+521,877
173
$48.5M 0.11%
440,267
+290,384
174
$48.4M 0.11%
511,256
+344,568
175
$48.3M 0.11%
235,402
+183,945
5 6
7
8 9