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
1851
– –
-4,305
1852
– –
-771
1853
– –
-13,180
1854
– –
-14,768
1855
– –
-25,370
1856
– –
-1,613
1857
– –
-9,784
1858
– –
-1,203
1859
– –
-12,877
1860
– –
-15,484
1861
– –
-4,796
1862
– –
-8,076
1863
– –
-14,099
1864
– –
-16,853
1865
– –
-4,198
1866
– –
-21,248
1867
– –
-13,790
1868
– –
-2,915
1869
– –
-12,891
1870
– –
-3,377
1871
– –
-4,836
1872
– –
-32,239
1873
– –
-11,400
1874
– –
-13,268
1875
– –
-7,649
73 74
75
76 77