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
$42.4B
AUM Growth
+$30.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,704
New
Increased
Reduced
Closed

Top Buys

1 +$755M
2 +$622M
3 +$583M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$552M
5
AMZN icon
Amazon
AMZN
+$459M

Sector Composition

1 Technology 10.28%
2 Financials 4.45%
3 Consumer Discretionary 4.04%
4 Healthcare 3.78%
5 Industrials 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$1.16M ﹤0.01%
9,520
+6,822
1952
$1.16M ﹤0.01%
160,770
+134,341
1953
$1.16M ﹤0.01%
6,605
+2,540
1954
$1.16M ﹤0.01%
42,567
+33,293
1955
$1.16M ﹤0.01%
58,847
+16,402
1956
$1.15M ﹤0.01%
+11,536
1957
$1.15M ﹤0.01%
18,823
+11,564
1958
$1.15M ﹤0.01%
5,395
+3,987
1959
$1.15M ﹤0.01%
3,814
+2,890
1960
$1.15M ﹤0.01%
19,022
+11,956
1961
$1.15M ﹤0.01%
41,649
+15,931
1962
$1.14M ﹤0.01%
+18,360
1963
$1.14M ﹤0.01%
53,291
+35,894
1964
$1.14M ﹤0.01%
+58,060
1965
$1.14M ﹤0.01%
+30,875
1966
$1.14M ﹤0.01%
3,884
+2,370
1967
$1.14M ﹤0.01%
+8,072
1968
$1.13M ﹤0.01%
34,946
+23,141
1969
$1.13M ﹤0.01%
7,785
+4,570
1970
$1.13M ﹤0.01%
45,396
+10,216
1971
$1.13M ﹤0.01%
+35,677
1972
$1.13M ﹤0.01%
69,045
+58,578
1973
$1.13M ﹤0.01%
2,003,900
+124,200
1974
$1.13M ﹤0.01%
12,550
+4,499
1975
$1.13M ﹤0.01%
+24,482