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
1976
$1.69M ﹤0.01%
37,325
+2,020
1977
$1.69M ﹤0.01%
53,383
+3,689
1978
$1.69M ﹤0.01%
157,718
-28,911
1979
$1.69M ﹤0.01%
37,729
-869
1980
$1.69M ﹤0.01%
192,722
-2,254
1981
$1.68M ﹤0.01%
58,302
+10,889
1982
$1.68M ﹤0.01%
32,116
+16,262
1983
$1.68M ﹤0.01%
37,526
+4,080
1984
$1.68M ﹤0.01%
159,058
+4,955
1985
$1.67M ﹤0.01%
19,723
-1,409
1986
$1.67M ﹤0.01%
88,122
+2,351
1987
$1.67M ﹤0.01%
48,357
+2,568
1988
$1.66M ﹤0.01%
125,908
-10,330
1989
$1.66M ﹤0.01%
20,588
-10,483
1990
$1.66M ﹤0.01%
49,538
+4,710
1991
$1.66M ﹤0.01%
22,521
+323
1992
$1.65M ﹤0.01%
17,826
-17,577
1993
$1.65M ﹤0.01%
78,218
+41,210
1994
$1.65M ﹤0.01%
26,349
-6,119
1995
$1.65M ﹤0.01%
+27,202
1996
$1.65M ﹤0.01%
112,500
-15,340
1997
$1.65M ﹤0.01%
8,987
+2,532
1998
$1.64M ﹤0.01%
42,799
+31,371
1999
$1.64M ﹤0.01%
76,874
+705
2000
$1.64M ﹤0.01%
47,203
+14,997