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 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
2126
$1.35M ﹤0.01%
24,350
+412
2127
$1.35M ﹤0.01%
17,058
-3,781
2128
$1.35M ﹤0.01%
49,233
-228
2129
$1.35M ﹤0.01%
41,035
+1,982
2130
$1.35M ﹤0.01%
+29,353
2131
$1.35M ﹤0.01%
50,067
+1,849
2132
$1.35M ﹤0.01%
64,500
-3,387
2133
$1.34M ﹤0.01%
28,307
+183
2134
$1.34M ﹤0.01%
79,831
+24,866
2135
$1.34M ﹤0.01%
24,816
-1,538
2136
$1.34M ﹤0.01%
14,850
-6,040
2137
$1.34M ﹤0.01%
20,866
-1,474
2138
$1.34M ﹤0.01%
21,063
-9,381
2139
$1.34M ﹤0.01%
24,296
-4,959
2140
$1.33M ﹤0.01%
5,433
+733
2141
$1.33M ﹤0.01%
+24,971
2142
$1.33M ﹤0.01%
6,991
+161
2143
$1.33M ﹤0.01%
13,974
+1,073
2144
$1.33M ﹤0.01%
8,602
+1,524
2145
$1.32M ﹤0.01%
31,565
+1,279
2146
$1.32M ﹤0.01%
71,941
-388
2147
$1.32M ﹤0.01%
32,051
+14,623
2148
$1.31M ﹤0.01%
+4,896
2149
$1.31M ﹤0.01%
13,816
-865
2150
$1.31M ﹤0.01%
9,727
+1,838