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
676
$2.16M 0.02%
90,524
+70,086
677
$2.16M 0.02%
24,468
+6,840
678
$2.15M 0.02%
76,677
+928
679
$2.15M 0.02%
47,899
+40,535
680
$2.14M 0.02%
11,914
+6,947
681
$2.14M 0.02%
40,603
-2,140
682
$2.13M 0.02%
19,575
+8,622
683
$2.13M 0.02%
45,786
+126
684
$2.12M 0.02%
133,523
+14,331
685
$2.12M 0.02%
61,277
+23,429
686
$2.1M 0.02%
20,565
+12,204
687
$2.09M 0.02%
24,986
+10,095
688
$2.09M 0.02%
25,206
+19,135
689
$2.09M 0.02%
105,333
+55,488
690
$2.09M 0.02%
84,590
+12,930
691
$2.08M 0.02%
87,571
+60,177
692
$2.08M 0.02%
+43,791
693
$2.08M 0.02%
67,293
-3,321
694
$2.07M 0.02%
32,184
+13,100
695
$2.07M 0.02%
+78,084
696
$2.06M 0.02%
121,940
+46,416
697
$2.05M 0.02%
99,841
-18,523
698
$2.05M 0.02%
42,303
+27,374
699
$2.04M 0.02%
63,380
+1,245
700
$2.04M 0.02%
+42,897
26 27
28
29 30