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
1801
$4K ﹤0.01%
600
1802
$3K ﹤0.01%
18,557
1803
– –
-11,411
1804
– –
-428
1805
– –
-3,767
1806
– –
-3,556
1807
– –
-7,876
1808
– –
-7,274
1809
– –
-3,140
1810
– –
-457
1811
– –
-1,474
1812
– –
-1,228
1813
– –
-1,037
1814
– –
-2,424
1815
– –
-3,652
1816
– –
-3,110
1817
– –
-3,195
1818
– –
-4,230
1819
– –
-10,654
1820
– –
-6,388
1821
– –
-8,449
1822
– –
-13,913
1823
– –
-4,012
1824
– –
-2,493
1825
– –
-4,934
71 72
73
74 75