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
1876
– –
-1,899
1877
– –
-5,944
1878
– –
-13,451
1879
– –
-20,636
1880
– –
-15,432
1881
– –
-13,741
1882
– –
-5,829
1883
– –
-21,304
1884
– –
-6,445
1885
– –
-2,808
1886
– –
-1,308
1887
– –
-1,386
1888
– –
-4,355
1889
– –
-209
1890
– –
-5,386
1891
– –
-6,507
1892
– –
-7,578
1893
– –
-11,516
1894
– –
-4,362
1895
– –
-2,212
1896
– –
-4,089
1897
– –
-32,876
1898
– –
-22,434
1899
– –
-29,846
1900
– –
-20,251
74 75
76
77 78