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

Top Sells

1
+$13M
2
+$6.48M
3
+$4.29M
4
UAUG icon
Innovator US Equity Ultra Buffer ETF August
UAUG
+$3.35M
5
FAAR icon
First Trust Alternative Absolute Return Strategy ETF
FAAR
+$2.41M

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
1976
$1.13M ﹤0.01%
10,920
+6,548
1977
$1.13M ﹤0.01%
2,869
+914
1978
$1.13M ﹤0.01%
17,212
+9,044
1979
$1.13M ﹤0.01%
+33,113
1980
$1.13M ﹤0.01%
3,081
+2,068
1981
$1.13M ﹤0.01%
+17,535
1982
$1.12M ﹤0.01%
67,551
+33,587
1983
$1.12M ﹤0.01%
+33,367
1984
$1.12M ﹤0.01%
34,047
-3,732
1985
$1.12M ﹤0.01%
10,339
+7,177
1986
$1.12M ﹤0.01%
50,920
+31,075
1987
$1.12M ﹤0.01%
44,990
+625
1988
$1.11M ﹤0.01%
+21,381
1989
$1.11M ﹤0.01%
+22,314
1990
$1.11M ﹤0.01%
+49,411
1991
$1.11M ﹤0.01%
+73,586
1992
$1.11M ﹤0.01%
55,972
+34,392
1993
$1.11M ﹤0.01%
15,446
+3,177
1994
$1.11M ﹤0.01%
+33,711
1995
$1.11M ﹤0.01%
56,851
+8,638
1996
$1.11M ﹤0.01%
+7,343
1997
$1.1M ﹤0.01%
9,992
+7,268
1998
$1.1M ﹤0.01%
+19,626
1999
$1.1M ﹤0.01%
+32,031
2000
$1.1M ﹤0.01%
11,520
+3,298
78 79
80
81 82