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
2401
$968K ﹤0.01%
47,600
-4,934
2402
$968K ﹤0.01%
86,052
+8,370
2403
$967K ﹤0.01%
10,001
+2,227
2404
$964K ﹤0.01%
110,887
+22,845
2405
$963K ﹤0.01%
5,570
+1,110
2406
$961K ﹤0.01%
23,685
-621
2407
$961K ﹤0.01%
14,024
-5,422
2408
$961K ﹤0.01%
67,743
+7,969
2409
$959K ﹤0.01%
14,691
+671
2410
$958K ﹤0.01%
57,494
-2,652
2411
$958K ﹤0.01%
5,636
-1,056
2412
$955K ﹤0.01%
6,685
-2,012
2413
$955K ﹤0.01%
30,077
-629
2414
$953K ﹤0.01%
44,960
+6,796
2415
$953K ﹤0.01%
25,102
-6,237
2416
$951K ﹤0.01%
5,257
+160
2417
$951K ﹤0.01%
57,303
+5,444
2418
$949K ﹤0.01%
33,436
+16,480
2419
$946K ﹤0.01%
14,770
-1,979
2420
$946K ﹤0.01%
25,237
-150
2421
$945K ﹤0.01%
26,616
+1,400
2422
$945K ﹤0.01%
39,163
+5,342
2423
$945K ﹤0.01%
125,099
-3,177
2424
$942K ﹤0.01%
28,328
-6,166
2425
$940K ﹤0.01%
39,656
+755