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
76
$25.9M 0.24%
83,707
-41,873
77
$25.6M 0.24%
442,818
+155,147
78
$25.3M 0.23%
1,138,370
+72,452
79
$25.2M 0.23%
229,595
+63,899
80
$25.1M 0.23%
173,103
+75,471
81
$25M 0.23%
302,774
+163,292
82
$24.9M 0.23%
456,969
+258,422
83
$24.7M 0.23%
853,492
+809,457
84
$24M 0.22%
340,023
+82,870
85
$23.3M 0.22%
518,154
+480,422
86
$23.2M 0.22%
211,016
+110,292
87
$22.8M 0.21%
62,410
+17,566
88
$22.8M 0.21%
425,139
+340,236
89
$22.7M 0.21%
142,871
+3,275
90
$22.6M 0.21%
110,877
+7,009
91
$22.4M 0.21%
46,131
+17,515
92
$22.4M 0.21%
449,877
+186,335
93
$22.3M 0.21%
64,079
+25,027
94
$22.2M 0.21%
224,810
+198,693
95
$22.1M 0.2%
296,690
+292,408
96
$22.1M 0.2%
252,489
-3,447
97
$21.5M 0.2%
472,271
+316,597
98
$21.4M 0.2%
432,223
+366,263
99
$21.3M 0.2%
125,272
+31,620
100
$20.8M 0.19%
1,496,940
+866,564
2 3
4
5 6