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
2026
$1.06M ﹤0.01%
+17,802
2027
$1.06M ﹤0.01%
52,549
+31,653
2028
$1.06M ﹤0.01%
43,050
+34,785
2029
$1.06M ﹤0.01%
93,010
+72,730
2030
$1.05M ﹤0.01%
+6,104
2031
$1.05M ﹤0.01%
29,676
+22,100
2032
$1.05M ﹤0.01%
60,984
+41,643
2033
$1.04M ﹤0.01%
65,514
+34,641
2034
$1.04M ﹤0.01%
+62,546
2035
$1.04M ﹤0.01%
+41,841
2036
$1.04M ﹤0.01%
+37,401
2037
$1.04M ﹤0.01%
16,167
+4,905
2038
$1.04M ﹤0.01%
14,382
+7,561
2039
$1.04M ﹤0.01%
51,801
+36,796
2040
$1.04M ﹤0.01%
+18,700
2041
$1.04M ﹤0.01%
48,534
+15,818
2042
$1.04M ﹤0.01%
70,572
+53,744
2043
$1.03M ﹤0.01%
9,272
+7,542
2044
$1.03M ﹤0.01%
+8,500
2045
$1.03M ﹤0.01%
+6,389
2046
$1.03M ﹤0.01%
49,816
+34,926
2047
$1.03M ﹤0.01%
+8,954
2048
$1.03M ﹤0.01%
42,298
+12,413
2049
$1.02M ﹤0.01%
+12,931
2050
$1.02M ﹤0.01%
173,590
+133,590
80 81
82
83 84