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
1751
$72K ﹤0.01%
18,995
1752
$69K ﹤0.01%
+17,684
1753
$66K ﹤0.01%
16,691
+72
1754
$64K ﹤0.01%
14,844
-1,396
1755
$64K ﹤0.01%
14,090
-2,206
1756
$64K ﹤0.01%
+21,144
1757
$61K ﹤0.01%
+12,559
1758
$60K ﹤0.01%
14,240
-2,833
1759
$59K ﹤0.01%
1,856
1760
$59K ﹤0.01%
+11,000
1761
$55K ﹤0.01%
13,800
1762
$53K ﹤0.01%
694
-139
1763
$51K ﹤0.01%
11,381
-1,187
1764
$51K ﹤0.01%
45,668
-22,719
1765
$51K ﹤0.01%
16,260
1766
$51K ﹤0.01%
190,400
+10,000
1767
$47K ﹤0.01%
4,228
1768
$47K ﹤0.01%
+3,280
1769
$46K ﹤0.01%
+10,536
1770
$45K ﹤0.01%
10,000
1771
$43K ﹤0.01%
15,162
-650
1772
$43K ﹤0.01%
17,110
+1,500
1773
$40K ﹤0.01%
11,791
1774
$40K ﹤0.01%
10,865
-2,500
1775
$39K ﹤0.01%
735
-824
69 70
71
72 73