Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $91.5B
1-Year Est. Return 19.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.12%
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
1,980
New
Increased
Reduced
Closed

Top Buys

1
+$72.3M
2
+$18.5M
3
+$12.1M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$11.2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.2M

Top Sells

1
+$11.4M
2
+$9.47M
3
+$9.01M
4
VDE icon
Vanguard Energy ETF
VDE
+$6.39M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$6.29M

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
– –
-9,820
1952
– –
-7,012
1953
– –
-5,863
1954
– –
-23,940
1955
– –
-19,761
1956
– –
-4,253
1957
– –
-4,029
1958
– –
-21,248
1959
– –
-12,891
1960
– –
-1,549
1961
– –
-2,239
1962
– –
-1,362
1963
– –
-15,970
1964
– –
-3,473
1965
– –
-7,163
1966
– –
-6,581
1967
– –
-5,919
1968
– –
-24,670
1969
– –
-8,175
1970
– –
-490
1971
– –
-2,545
1972
– –
-1,957
1973
– –
-2,656
1974
– –
-5,560
1975
– –
-3,282
75 76 77 78
79