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
1926
– –
-5,143
1927
– –
-14,264
1928
– –
-24,698
1929
– –
-24,880
1930
– –
-10,578
1931
– –
-1,882
1932
– –
-2,345
1933
– –
-13,700
1934
– –
-3,563
1935
– –
-3,150
1936
– –
-17,307
1937
– –
-4,982
1938
– –
-4,539
1939
– –
-9,820
1940
– –
-7,012
1941
– –
-5,863
1942
– –
-23,940
1943
– –
-19,761
1944
– –
-4,253
1945
– –
-4,029
1946
– –
-1,549
1947
– –
-2,239
1948
– –
-1,362
1949
– –
-15,970
1950
– –
-3,473
76 77
78
79 80