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
$817M
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
637
New
Increased
Reduced
Closed

Top Buys

1 +$7.2M
2 +$3.49M
3 +$3.09M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.66M
5
VTV icon
Vanguard Value ETF
VTV
+$2.27M

Sector Composition

1 Technology 7.12%
2 Healthcare 3.66%
3 Financials 3.61%
4 Communication Services 3.38%
5 Consumer Discretionary 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$1.09M 0.13%
25,812
+7,110
177
$1.08M 0.13%
42,284
+2,846
178
$1.08M 0.13%
43,810
+15,779
179
$1.08M 0.13%
6,473
-691
180
$1.07M 0.13%
26,191
-4,555
181
$1.07M 0.13%
14,413
-17,064
182
$1.06M 0.13%
34,719
-994
183
$1.06M 0.13%
19,008
+360
184
$1.06M 0.13%
8,930
+205
185
$1.05M 0.13%
50,391
-11,045
186
$1.05M 0.13%
23,086
+9,550
187
$1.05M 0.13%
7,818
+1,036
188
$1.04M 0.13%
19,180
+1,082
189
$1.03M 0.13%
3,308
+242
190
$1.02M 0.13%
11,311
+9,560
191
$1.02M 0.12%
3,586
+63
192
$1.02M 0.12%
4,792
+1,108
193
$1M 0.12%
+13,413
194
$998K 0.12%
37,035
+10,747
195
$985K 0.12%
42,242
+11,619
196
$978K 0.12%
7,051
+1,666
197
$975K 0.12%
60,410
+14,280
198
$967K 0.12%
39,629
+2,763
199
$962K 0.12%
19,736
+2,108
200
$956K 0.12%
27,354
+5,141