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

Top Buys

1 +$255M
2 +$180M
3 +$131M
4
BND icon
Vanguard Total Bond Market
BND
+$127M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$118M

Top Sells

1 +$121M
2 +$87.2M
3 +$84M
4
ABT icon
Abbott
ABT
+$46.2M
5
AMZN icon
Amazon
AMZN
+$15.3M

Sector Composition

1 Technology 6.72%
2 Healthcare 4.16%
3 Financials 3.95%
4 Consumer Discretionary 2.87%
5 Industrials 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$2.63M 0.02%
55,778
-3,496
602
$2.63M 0.02%
244,071
+126,488
603
$2.62M 0.02%
+96,323
604
$2.61M 0.02%
149,556
+91,951
605
$2.59M 0.02%
14,531
+4,565
606
$2.59M 0.02%
+145,296
607
$2.56M 0.02%
143,606
+67,256
608
$2.55M 0.02%
72,446
-670
609
$2.53M 0.02%
115,872
+9,933
610
$2.53M 0.02%
65,112
+23,632
611
$2.52M 0.02%
+99,511
612
$2.51M 0.02%
56,980
+32,640
613
$2.5M 0.02%
90,050
+34,800
614
$2.49M 0.02%
63,348
+26,191
615
$2.49M 0.02%
31,597
+12,215
616
$2.48M 0.02%
85,889
+65,265
617
$2.46M 0.02%
66,079
+44,141
618
$2.46M 0.02%
9,987
+5,057
619
$2.46M 0.02%
42,882
+4,640
620
$2.46M 0.02%
90,897
+10,812
621
$2.45M 0.02%
28,808
+2,179
622
$2.43M 0.02%
44,055
+1,441
623
$2.43M 0.02%
+114,606
624
$2.41M 0.02%
8,589
+1,146
625
$2.41M 0.02%
48,973
+37,523