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
2001
$1.1M ﹤0.01%
35,901
+11,799
2002
$1.09M ﹤0.01%
+22,045
2003
$1.09M ﹤0.01%
12,165
+7,470
2004
$1.09M ﹤0.01%
+25,619
2005
$1.09M ﹤0.01%
+20,676
2006
$1.09M ﹤0.01%
19,118
+11,039
2007
$1.08M ﹤0.01%
+98,771
2008
$1.08M ﹤0.01%
35,214
+25,526
2009
$1.08M ﹤0.01%
+10,821
2010
$1.08M ﹤0.01%
105,423
+87,102
2011
$1.08M ﹤0.01%
26,302
+20,388
2012
$1.08M ﹤0.01%
44,710
+31,882
2013
$1.08M ﹤0.01%
+52,004
2014
$1.08M ﹤0.01%
21,122
+7,742
2015
$1.08M ﹤0.01%
125,097
-13,188
2016
$1.08M ﹤0.01%
57,221
+38,579
2017
$1.08M ﹤0.01%
4,155
+2,639
2018
$1.08M ﹤0.01%
59,963
+32,134
2019
$1.07M ﹤0.01%
106,090
+82,488
2020
$1.07M ﹤0.01%
+23,528
2021
$1.07M ﹤0.01%
9,503
+5,814
2022
$1.07M ﹤0.01%
10,970
+6,506
2023
$1.07M ﹤0.01%
+44,468
2024
$1.07M ﹤0.01%
16,558
+8,998
2025
$1.06M ﹤0.01%
+29,420
79 80
81
82 83