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
$10.8B
AUM Growth
+$5.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,171
New
Increased
Reduced
Closed

Top Buys

1
+$254M
2
+$179M
3
+$131M
4
BND icon
Vanguard Total Bond Market
BND
+$128M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$119M

Top Sells

1
+$123M
2
+$83.9M
3
+$76.3M
4
ABT icon
Abbott
ABT
+$49M
5
AMZN icon
Amazon
AMZN
+$13M

Sector Composition

1 Technology 6.72%
2 Healthcare 4.16%
3 Financials 3.95%
4 Consumer Discretionary 2.87%
5 Industrials 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$73M 0.68%
190,967
+24,549
27
$66.1M 0.61%
787,320
-154,678
28
$62.6M 0.58%
1,321,319
+25,160
29
$61.4M 0.57%
286,745
+178,868
30
$58.9M 0.55%
955,642
+576,035
31
$57.6M 0.53%
1,190,480
+172,815
32
$57.6M 0.53%
1,442,603
-74,429
33
$54.4M 0.5%
649,703
+468,828
34
$50.6M 0.47%
1,084,492
+716,487
35
$49.9M 0.46%
692,205
+418,582
36
$49.6M 0.46%
991,888
+190,881
37
$48M 0.45%
544,559
+180,248
38
$47.8M 0.44%
2,104,468
+1,616,828
39
$45.9M 0.43%
342,142
+144,179
40
$45.6M 0.42%
859,256
+698,085
41
$45.2M 0.42%
409,652
+84,830
42
$43.5M 0.4%
1,062,692
+1,019,294
43
$42.8M 0.4%
410,787
+158,463
44
$42.4M 0.39%
702,405
+20,353
45
$40.4M 0.37%
788,602
+156,576
46
$39M 0.36%
117,765
+65,363
47
$38.8M 0.36%
219,440
+71,737
48
$38.4M 0.36%
364,659
+134,490
49
$38.1M 0.35%
651,712
+267,416
50
$38M 0.35%
71,703
+29,082
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