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
576
$2.8M 0.03%
16,927
+11,674
577
$2.79M 0.03%
49,620
+28,995
578
$2.78M 0.03%
+84,339
579
$2.78M 0.03%
+120,759
580
$2.78M 0.03%
94,956
+14,840
581
$2.77M 0.03%
35,197
-2,397
582
$2.77M 0.03%
102,436
-6,316
583
$2.76M 0.03%
11,632
+5,085
584
$2.75M 0.03%
52,203
+19,891
585
$2.74M 0.03%
90,226
+4,662
586
$2.74M 0.03%
55,618
+47,823
587
$2.73M 0.03%
7,687
+946
588
$2.73M 0.03%
8,861
-4,129
589
$2.73M 0.03%
31,530
+1,386
590
$2.72M 0.03%
76,773
-928
591
$2.7M 0.03%
83,408
+37,599
592
$2.69M 0.02%
111,412
+100,604
593
$2.69M 0.02%
51,167
+20,385
594
$2.68M 0.02%
16,192
+4,858
595
$2.68M 0.02%
+86,273
596
$2.68M 0.02%
146,030
+72,155
597
$2.67M 0.02%
+233,277
598
$2.66M 0.02%
110,084
-226,618
599
$2.65M 0.02%
117,985
-66,365
600
$2.64M 0.02%
68,304
+27,647
22 23
24
25 26