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
1776
$39K ﹤0.01%
11,400
1777
$37K ﹤0.01%
13,104
-8,008
1778
$36K ﹤0.01%
1,284
-18
1779
$36K ﹤0.01%
17,081
+227
1780
$35K ﹤0.01%
15,232
1781
$33K ﹤0.01%
18,276
+2
1782
$33K ﹤0.01%
+346
1783
$33K ﹤0.01%
679
+300
1784
$32K ﹤0.01%
+67
1785
$31K ﹤0.01%
+10,000
1786
$30K ﹤0.01%
+871
1787
$29K ﹤0.01%
10,000
1788
$21K ﹤0.01%
25
1789
$19K ﹤0.01%
192
+28
1790
$18K ﹤0.01%
+841
1791
$17K ﹤0.01%
10,400
1792
$15K ﹤0.01%
+11,000
1793
$12K ﹤0.01%
10,000
1794
$11K ﹤0.01%
10,000
1795
$10K ﹤0.01%
1,000
1796
$7K ﹤0.01%
+21,200
1797
$7K ﹤0.01%
16
+1
1798
$5K ﹤0.01%
1,418
+243
1799
$5K ﹤0.01%
875
1800
$5K ﹤0.01%
146
70 71
72
73 74