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
926
$1.18M 0.01%
111,461
-1,575
927
$1.17M 0.01%
12,220
+8,483
928
$1.16M 0.01%
102,172
-4,529
929
$1.16M 0.01%
10,518
+5,460
930
$1.16M 0.01%
28,017
+7,411
931
$1.15M 0.01%
24,456
+5,844
932
$1.15M 0.01%
4,478
+2,442
933
$1.15M 0.01%
4,103
+2,004
934
$1.14M 0.01%
37,352
-173,761
935
$1.14M 0.01%
25,285
-9,700
936
$1.14M 0.01%
29,029
+16,196
937
$1.14M 0.01%
11,065
+907
938
$1.14M 0.01%
8,890
+4,102
939
$1.14M 0.01%
24,859
+5,223
940
$1.14M 0.01%
14,953
+8,449
941
$1.13M 0.01%
34,567
+21,174
942
$1.13M 0.01%
79,677
+13,915
943
$1.13M 0.01%
25,928
-490
944
$1.13M 0.01%
4,073
+2,148
945
$1.13M 0.01%
47,636
+4,456
946
$1.12M 0.01%
13,662
+9,166
947
$1.12M 0.01%
45,886
+690
948
$1.12M 0.01%
12,458
+1,516
949
$1.11M 0.01%
5,943
-2,811
950
$1.11M 0.01%
88,953
+6,577
36 37
38
39 40