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
526
$3.16M 0.03%
112,994
+39,890
527
$3.16M 0.03%
79,733
+33,943
528
$3.15M 0.03%
32,663
+2,773
529
$3.15M 0.03%
77,203
+40,126
530
$3.14M 0.03%
118,702
+5,122
531
$3.14M 0.03%
43,022
+9,509
532
$3.14M 0.03%
22,386
+1,812
533
$3.13M 0.03%
56,411
+38,920
534
$3.12M 0.03%
71,015
+25,392
535
$3.12M 0.03%
14,152
+4,447
536
$3.11M 0.03%
6,081
+4,247
537
$3.11M 0.03%
37,110
+5,256
538
$3.11M 0.03%
80,351
+9,734
539
$3.1M 0.03%
22,889
-31,519
540
$3.08M 0.03%
49,742
+24,292
541
$3.08M 0.03%
54,584
+1,300
542
$3.08M 0.03%
304,035
+51,172
543
$3.06M 0.03%
17,363
+6,267
544
$3.06M 0.03%
46,832
+33,082
545
$3.05M 0.03%
27,754
+6,615
546
$3.05M 0.03%
216,471
+79,317
547
$3.05M 0.03%
60,124
-1,572
548
$3.04M 0.03%
19,806
+7,527
549
$3.03M 0.03%
53,890
+8,093
550
$3.02M 0.03%
88,755
+30,013
20 21
22
23 24