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 Buys

1
+$166M
2
+$116M
3
+$94.9M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$89.2M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$88.5M

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
2001
$1.64M ﹤0.01%
78,413
+16,104
2002
$1.63M ﹤0.01%
87,845
-10,782
2003
$1.63M ﹤0.01%
9,149
+1,483
2004
$1.63M ﹤0.01%
30,910
+15,094
2005
$1.62M ﹤0.01%
21,663
+2,353
2006
$1.62M ﹤0.01%
29,650
-323
2007
$1.62M ﹤0.01%
33,843
-5,097
2008
$1.62M ﹤0.01%
12,888
+280
2009
$1.61M ﹤0.01%
44,774
-2,295
2010
$1.61M ﹤0.01%
80,119
-5,703
2011
$1.61M ﹤0.01%
35,384
+664
2012
$1.61M ﹤0.01%
38,161
+4,440
2013
$1.61M ﹤0.01%
113,691
+28,137
2014
$1.61M ﹤0.01%
20,153
+6,709
2015
$1.6M ﹤0.01%
8,834
-2,536
2016
$1.6M ﹤0.01%
146,575
+67,470
2017
$1.6M ﹤0.01%
64,202
+6,580
2018
$1.6M ﹤0.01%
42,790
-7,899
2019
$1.6M ﹤0.01%
19,969
+75
2020
$1.6M ﹤0.01%
57,006
+18,120
2021
$1.59M ﹤0.01%
4,568
+229
2022
$1.59M ﹤0.01%
50,113
+1,620
2023
$1.59M ﹤0.01%
27,971
-3,666
2024
$1.59M ﹤0.01%
61,743
+604
2025
$1.59M ﹤0.01%
28,131
+4,070
79 80
81
82 83