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
2251
$1.15M ﹤0.01%
9,010
-304
2252
$1.15M ﹤0.01%
268,869
-9,000
2253
$1.15M ﹤0.01%
61,955
-1,624
2254
$1.15M ﹤0.01%
23,556
+6,073
2255
$1.15M ﹤0.01%
42,412
-149,766
2256
$1.15M ﹤0.01%
6,397
-173
2257
$1.14M ﹤0.01%
135,850
-118
2258
$1.14M ﹤0.01%
15,239
+6,104
2259
$1.14M ﹤0.01%
9,060
-2,797
2260
$1.14M ﹤0.01%
20,600
-35
2261
$1.14M ﹤0.01%
9,019
-2,906
2262
$1.14M ﹤0.01%
71,765
+7,089
2263
$1.14M ﹤0.01%
6,876
-1,772
2264
$1.14M ﹤0.01%
25,800
+20,333
2265
$1.13M ﹤0.01%
15,645
+1,437
2266
$1.13M ﹤0.01%
4,667
+247
2267
$1.13M ﹤0.01%
68,066
-21,196
2268
$1.13M ﹤0.01%
+53,709
2269
$1.13M ﹤0.01%
40,969
-3,833
2270
$1.13M ﹤0.01%
52,746
-2,787
2271
$1.13M ﹤0.01%
22,919
-2,296
2272
$1.13M ﹤0.01%
9,977
+2,731
2273
$1.13M ﹤0.01%
27,211
+2,707
2274
$1.13M ﹤0.01%
25,948
-51,653
2275
$1.13M ﹤0.01%
25,739
+3,478