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
51
$36.1M 0.33%
362,729
+173,521
52
$35.6M 0.33%
171,344
+63,615
53
$34.3M 0.32%
252,543
+120,873
54
$34.2M 0.32%
878,267
+517,538
55
$33.7M 0.31%
2,092,488
+1,552,700
56
$33.4M 0.31%
186,095
+70,690
57
$32.7M 0.3%
692,652
+231,735
58
$32.6M 0.3%
837,588
+775,511
59
$32.5M 0.3%
2,225,410
+948,760
60
$32.3M 0.3%
698,844
+423,048
61
$32.3M 0.3%
398,003
+107,843
62
$32.1M 0.3%
198,871
+67,691
63
$31.9M 0.3%
727,095
+259,480
64
$31.7M 0.29%
286,138
+100,709
65
$31.5M 0.29%
99,778
+41,993
66
$31.3M 0.29%
289,568
+111,754
67
$30.7M 0.28%
167,273
+69,229
68
$30.2M 0.28%
241,105
+71,885
69
$28.6M 0.27%
264,500
+237,504
70
$28.2M 0.26%
379,305
+217,164
71
$28.1M 0.26%
316,349
+143,272
72
$27.4M 0.25%
180,772
+82,726
73
$26.5M 0.25%
603,391
-207,472
74
$26.4M 0.25%
248,467
+43,117
75
$26M 0.24%
209,225
+103,333
1 2
3
4 5