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
1826
– –
-3,041
1827
– –
-6,260
1828
– –
-4,078
1829
– –
-449,521
1830
– –
-10,283
1831
– –
-17,435
1832
– –
-15,253
1833
– –
-19,598
1834
– –
-4,029
1835
– –
-5,520
1836
– –
-4,875
1837
– –
-5,607
1838
– –
-15,870
1839
– –
-735
1840
– –
-5,204
1841
– –
-24,684
1842
– –
-25,070
1843
– –
-38,998
1844
– –
-4,137
1845
– –
-29,724
1846
– –
-7,505
1847
– –
-40,523
1848
– –
-3,371
1849
– –
-7,773
1850
– –
-6,031
72 73
74
75 76