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

Top Sells

1
+$13M
2
+$6.48M
3
+$4.29M
4
UAUG icon
Innovator US Equity Ultra Buffer ETF August
UAUG
+$3.35M
5
FAAR icon
First Trust Alternative Absolute Return Strategy ETF
FAAR
+$2.41M

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
201
$42M 0.1%
1,170,077
+826,891
202
$41.9M 0.1%
318,885
+234,127
203
$41.7M 0.1%
481,296
+358,214
204
$41.7M 0.1%
176,842
+67,235
205
$41.4M 0.1%
54,314
+33,492
206
$41.2M 0.1%
459,592
+302,416
207
$40.7M 0.1%
1,264,149
+972,514
208
$40M 0.09%
390,808
+342,131
209
$39.3M 0.09%
280,354
+231,650
210
$39.1M 0.09%
275,312
+203,716
211
$39.1M 0.09%
93,616
+56,363
212
$39M 0.09%
678,937
+558,141
213
$38.8M 0.09%
429,104
+294,530
214
$38.7M 0.09%
668,009
+422,638
215
$38.6M 0.09%
111,474
+76,943
216
$38.6M 0.09%
800,093
+427,232
217
$38.5M 0.09%
804,819
+574,799
218
$38.5M 0.09%
154,319
+117,881
219
$38.4M 0.09%
534,708
+330,302
220
$38M 0.09%
89,256
+67,060
221
$38M 0.09%
832,343
+390,754
222
$37.7M 0.09%
461,297
+270,798
223
$37.5M 0.09%
164,861
+113,249
224
$37.3M 0.09%
283,453
+255,958
225
$37.3M 0.09%
374,766
+204,788
7 8
9
10 11