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
$6.29B
AUM Growth
-$677M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,981
New
Increased
Reduced
Closed

Top Buys

1
+$72.1M
2
+$18.5M
3
+$11.1M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.3M
5
AMZN icon
Amazon
AMZN
+$10.3M

Top Sells

1
+$11.4M
2
+$8.69M
3
+$8.28M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$6.2M
5
VDE icon
Vanguard Energy ETF
VDE
+$5.68M

Sector Composition

1 Technology 9.95%
2 Healthcare 5.71%
3 Financials 4.73%
4 Consumer Discretionary 3.83%
5 Industrials 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6.74M 0.11%
34,188
+2,098
202
$6.71M 0.11%
136,180
+49,749
203
$6.71M 0.11%
18,323
-595
204
$6.67M 0.11%
67,332
-7,370
205
$6.67M 0.11%
56,703
-2,967
206
$6.61M 0.11%
112,533
-344
207
$6.58M 0.1%
173,671
-1,226
208
$6.58M 0.1%
188,981
+80,691
209
$6.55M 0.1%
30,132
+27,587
210
$6.48M 0.1%
216,455
+20,451
211
$6.46M 0.1%
72,032
+7,794
212
$6.4M 0.1%
41,842
+11,596
213
$6.38M 0.1%
83,194
+5,415
214
$6.36M 0.1%
166,861
+1,248
215
$6.36M 0.1%
13,282
+599
216
$6.34M 0.1%
90,770
-1,828
217
$6.26M 0.1%
41,718
+898
218
$6.24M 0.1%
356,750
+10,800
219
$6.23M 0.1%
63,118
+3,827
220
$6.15M 0.1%
166,863
+1,958
221
$6.08M 0.1%
36,079
+3,371
222
$6.08M 0.1%
221,883
+13,368
223
$6.06M 0.1%
151,018
-4,788
224
$6.05M 0.1%
26,706
+5,148
225
$6.04M 0.1%
81,777
-3,114
7 8
9
10 11