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
626
$2.4M 0.02%
1,193
+611
627
$2.4M 0.02%
+97,301
628
$2.4M 0.02%
7,706
+5,459
629
$2.4M 0.02%
193,810
+105,130
630
$2.39M 0.02%
39,078
+23,688
631
$2.39M 0.02%
66,923
-7,092
632
$2.39M 0.02%
77,273
+64,898
633
$2.38M 0.02%
138,105
+76,060
634
$2.38M 0.02%
28,943
-3,441
635
$2.38M 0.02%
16,354
+7,210
636
$2.37M 0.02%
69,316
-6,530
637
$2.37M 0.02%
51,011
+23,459
638
$2.37M 0.02%
76,397
+17,844
639
$2.37M 0.02%
39,678
+34,712
640
$2.36M 0.02%
26,511
+8,029
641
$2.36M 0.02%
30,526
+17,954
642
$2.36M 0.02%
25,763
+15,465
643
$2.36M 0.02%
47,603
+21,705
644
$2.35M 0.02%
19,627
+8,642
645
$2.34M 0.02%
5
+1
646
$2.34M 0.02%
196,641
+65,086
647
$2.32M 0.02%
5,374
+1,905
648
$2.31M 0.02%
13,331
+2,629
649
$2.31M 0.02%
51,725
+3,099
650
$2.31M 0.02%
3,195
+1,771
24 25
26
27 28