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
2026
$1.58M ﹤0.01%
7,189
-372
2027
$1.58M ﹤0.01%
9,694
+1,127
2028
$1.58M ﹤0.01%
29,375
+509
2029
$1.58M ﹤0.01%
10,778
+286
2030
$1.58M ﹤0.01%
69,941
-5,004
2031
$1.58M ﹤0.01%
75,223
-3,079
2032
$1.57M ﹤0.01%
22,033
+13,350
2033
$1.57M ﹤0.01%
74,041
-1,561
2034
$1.57M ﹤0.01%
130,224
+7,274
2035
$1.57M ﹤0.01%
8,309
+4,509
2036
$1.57M ﹤0.01%
149,187
-43,234
2037
$1.57M ﹤0.01%
1,335
+104
2038
$1.57M ﹤0.01%
21,035
-614
2039
$1.57M ﹤0.01%
151,064
-13,326
2040
$1.56M ﹤0.01%
51,333
-50,737
2041
$1.56M ﹤0.01%
15,837
+2,317
2042
$1.55M ﹤0.01%
13,568
+2,888
2043
$1.54M ﹤0.01%
84,809
+2,907
2044
$1.53M ﹤0.01%
47,149
-3,166
2045
$1.53M ﹤0.01%
99,621
+6,143
2046
$1.53M ﹤0.01%
149,458
-492
2047
$1.53M ﹤0.01%
46,100
+30,989
2048
$1.53M ﹤0.01%
28,545
+6,119
2049
$1.52M ﹤0.01%
53,385
-2,462
2050
$1.52M ﹤0.01%
13,016
-4,648
80 81
82
83 84