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
726
$1.93M 0.02%
96,926
-3,631
727
$1.93M 0.02%
23,718
+8,096
728
$1.93M 0.02%
30,702
+7,708
729
$1.93M 0.02%
42,645
+19,268
730
$1.92M 0.02%
6,908
+2,706
731
$1.92M 0.02%
87,555
+72,828
732
$1.91M 0.02%
7,211
+2,489
733
$1.91M 0.02%
66,461
+25,630
734
$1.9M 0.02%
11,995
+6,363
735
$1.88M 0.02%
58,467
+43,713
736
$1.87M 0.02%
61,284
+3,494
737
$1.87M 0.02%
26,837
+17,187
738
$1.86M 0.02%
26,509
+2,614
739
$1.85M 0.02%
+47,896
740
$1.85M 0.02%
18,266
+2,668
741
$1.84M 0.02%
94,809
+24,113
742
$1.84M 0.02%
2,174
+984
743
$1.84M 0.02%
53,493
+1,940
744
$1.83M 0.02%
13,850
+8,055
745
$1.83M 0.02%
64,489
+14,160
746
$1.82M 0.02%
12,164
+5,974
747
$1.82M 0.02%
28,059
+22,624
748
$1.82M 0.02%
228,459
-876
749
$1.82M 0.02%
101,390
-207
750
$1.81M 0.02%
10,418
+1,948
28 29
30
31 32