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
1901
– –
-3,921
1902
– –
-7,035
1903
– –
-5,989
1904
– –
-15,156
1905
– –
-5,300
1906
– –
-3,576
1907
– –
-3,713
1908
– –
-4,609
1909
– –
-600
1910
– –
-12,730
1911
– –
-6,348
1912
– –
-2,966
1913
– –
-13,875
1914
– –
-1,982
1915
– –
-6,939
1916
– –
-11,755
1917
– –
-10,605
1918
– –
-8,544
1919
– –
-1,604
1920
– –
-16,672
1921
– –
-9,479
1922
– –
-8,597
1923
– –
-1,150
1924
– –
-2,802
1925
– –
-7,979
75 76
77
78 79