Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $59.3B
1-Year Est. Return 16.16%
This Quarter Est. Return
1 Year Est. Return
+16.16%
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 Total USD Bond Market 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
1
$251M 4%
1,838,319
+38,752
2
$156M 2.48%
6,523,938
+303,510
3
$114M 1.82%
1,633,564
+32,569
4
$112M 1.78%
294,569
-6,988
5
$109M 1.73%
1,420,088
+938,302
6
$104M 1.66%
406,570
+28,633
7
$96.8M 1.54%
345,283
+26,702
8
$77.4M 1.23%
410,518
-22,044
9
$72.8M 1.16%
193,032
+14,828
10
$65.2M 1.04%
613,792
+96,512
11
$64.7M 1.03%
290,488
+12,456
12
$61.4M 0.98%
1,271,594
+3,325
13
$60.3M 0.96%
457,015
+20,718
14
$57.9M 0.92%
1,491,110
-71,871
15
$48.7M 0.77%
447,080
+66,560
16
$45M 0.72%
995,650
+4,355
17
$40.9M 0.65%
780,569
+1,670
18
$39.5M 0.63%
113,862
+29,656
19
$38.9M 0.62%
366,177
+104,764
20
$38.6M 0.61%
418,233
-25,682
21
$37.2M 0.59%
443,275
-98,648
22
$36.9M 0.59%
775,507
+84,668
23
$36.2M 0.58%
318,003
+55,112
24
$36.2M 0.58%
701,455
-36,439
25
$35.9M 0.57%
626,503
+7,806
1
2 3 4 5