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
1951
– –
-7,163
1952
– –
-6,581
1953
– –
-5,919
1954
– –
-24,670
1955
– –
-8,175
1956
– –
-490
1957
– –
-2,545
1958
– –
-1,957
1959
– –
-2,656
1960
– –
-5,560
1961
– –
-3,282
1962
– –
-11,234
1963
– –
-3,742
1964
– –
-2,592
1965
– –
-10,468
1966
– –
-2,339
1967
– –
-2,051
1968
– –
-5,120
1969
– –
-7,509
1970
– –
-7,739
1971
– –
-2,947
1972
– –
-27,483
1973
– –
-4,880
1974
– –
-8,063
1975
– –
-1,791
76 77 78
79
80