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
$59.3B
AUM Growth
+$7.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,183
New
Increased
Reduced
Closed

Top Sells

1 +$181M
2 +$64.5M
3 +$40.6M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$35.2M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$34M

Sector Composition

1 Technology 10.41%
2 Financials 4.51%
3 Consumer Discretionary 3.41%
4 Industrials 2.94%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$1.73M ﹤0.01%
48,782
+206
1952
$1.73M ﹤0.01%
68,529
+11,766
1953
$1.73M ﹤0.01%
47,344
-8,270
1954
$1.73M ﹤0.01%
7,195
+196
1955
$1.73M ﹤0.01%
160,937
+25,423
1956
$1.73M ﹤0.01%
66,248
+11,012
1957
$1.72M ﹤0.01%
11,153
+1,480
1958
$1.72M ﹤0.01%
43,107
-41,134
1959
$1.72M ﹤0.01%
17,903
+3,798
1960
$1.71M ﹤0.01%
62,131
+12,916
1961
$1.71M ﹤0.01%
47,628
+311
1962
$1.71M ﹤0.01%
46,607
-24,117
1963
$1.71M ﹤0.01%
60,590
+24,639
1964
$1.71M ﹤0.01%
3,814
-1,175
1965
$1.71M ﹤0.01%
+106,339
1966
$1.71M ﹤0.01%
45,629
-1,713
1967
$1.7M ﹤0.01%
23,923
-538
1968
$1.7M ﹤0.01%
45,977
-1,207
1969
$1.7M ﹤0.01%
32,700
+23,555
1970
$1.7M ﹤0.01%
18,913
+366
1971
$1.7M ﹤0.01%
33,661
+9,923
1972
$1.7M ﹤0.01%
143,071
+75,329
1973
$1.7M ﹤0.01%
28,174
+2,058
1974
$1.69M ﹤0.01%
81,527
-683
1975
$1.69M ﹤0.01%
12,462
+1,018