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
176
$7.64M 0.12%
167,270
-52,362
177
$7.62M 0.12%
35,706
+550
178
$7.61M 0.12%
71,003
-5,941
179
$7.55M 0.12%
90,283
+5,896
180
$7.51M 0.12%
82,364
-855
181
$7.48M 0.12%
401,177
-15,369
182
$7.46M 0.12%
1,103,346
+20,678
183
$7.43M 0.12%
161,662
+31,364
184
$7.34M 0.12%
132,406
+120,240
185
$7.23M 0.12%
68,791
-532
186
$7.19M 0.11%
183,597
+235
187
$7.15M 0.11%
121,487
+84,577
188
$7.06M 0.11%
395,151
-8,160
189
$7.03M 0.11%
965,528
-45,555
190
$7.02M 0.11%
255,191
+88,944
191
$6.99M 0.11%
16,897
-3,083
192
$6.93M 0.11%
203,806
+11,397
193
$6.91M 0.11%
175,960
+46,538
194
$6.88M 0.11%
295,299
+6,741
195
$6.84M 0.11%
200,294
-2,025
196
$6.83M 0.11%
142,766
-17,249
197
$6.82M 0.11%
136,108
+15,517
198
$6.82M 0.11%
66,690
-308
199
$6.81M 0.11%
41,283
+1,846
200
$6.78M 0.11%
608,989
+138,907
6 7
8
9 10