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
2201
$1.23M ﹤0.01%
6,885
-1,130
2202
$1.23M ﹤0.01%
14,290
-464
2203
$1.23M ﹤0.01%
15,741
-244
2204
$1.22M ﹤0.01%
44,243
+237
2205
$1.22M ﹤0.01%
3,601
+536
2206
$1.22M ﹤0.01%
8,587
+3,905
2207
$1.22M ﹤0.01%
16,187
+588
2208
$1.22M ﹤0.01%
57,010
+6,216
2209
$1.22M ﹤0.01%
46,555
-5,713
2210
$1.21M ﹤0.01%
53,753
+5,973
2211
$1.21M ﹤0.01%
56,323
+14,372
2212
$1.21M ﹤0.01%
66,495
+15,984
2213
$1.21M ﹤0.01%
12,222
-1,042
2214
$1.21M ﹤0.01%
9,583
-1,587
2215
$1.21M ﹤0.01%
8,665
+278
2216
$1.21M ﹤0.01%
22,350
-258
2217
$1.21M ﹤0.01%
144,500
+44,717
2218
$1.2M ﹤0.01%
30,245
-1,876
2219
$1.2M ﹤0.01%
20,542
+711
2220
$1.2M ﹤0.01%
19,553
-1,538
2221
$1.2M ﹤0.01%
21,693
+1,331
2222
$1.2M ﹤0.01%
10,391
+325
2223
$1.2M ﹤0.01%
39,492
+12,403
2224
$1.2M ﹤0.01%
8,821
-528
2225
$1.19M ﹤0.01%
66,639
-4,255