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

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
2051
$1.02M ﹤0.01%
72,180
+51,083
2052
$1.02M ﹤0.01%
43,722
+9,222
2053
$1.01M ﹤0.01%
+51,167
2054
$1.01M ﹤0.01%
+32,136
2055
$1.01M ﹤0.01%
15,414
+3,754
2056
$1.01M ﹤0.01%
91,358
+170
2057
$1.01M ﹤0.01%
+5,089
2058
$1M ﹤0.01%
22,197
+16,583
2059
$1M ﹤0.01%
+13,572
2060
$1M ﹤0.01%
+23,168
2061
$1M ﹤0.01%
21,122
+13,878
2062
$1M ﹤0.01%
103,546
+92,313
2063
$1M ﹤0.01%
+20,104
2064
$999K ﹤0.01%
43,339
+33,650
2065
$999K ﹤0.01%
36,751
+16,959
2066
$999K ﹤0.01%
+27,208
2067
$999K ﹤0.01%
+29,058
2068
$998K ﹤0.01%
1,555
+1,140
2069
$998K ﹤0.01%
17,565
+7,790
2070
$997K ﹤0.01%
27,531
+16,337
2071
$997K ﹤0.01%
+29,676
2072
$996K ﹤0.01%
31,924
+18,709
2073
$992K ﹤0.01%
25,379
+7,539
2074
$989K ﹤0.01%
9,355
+6,449
2075
$987K ﹤0.01%
+37,304