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
1001
$975K 0.01%
14,117
+5,502
1002
$973K 0.01%
11,288
+517
1003
$972K 0.01%
+24,987
1004
$971K 0.01%
2,930
+2,052
1005
$965K 0.01%
20,646
+11,620
1006
$962K 0.01%
4,213
+2,194
1007
$961K 0.01%
13,229
+229
1008
$961K 0.01%
22,384
+9,596
1009
$961K 0.01%
14,838
+1,479
1010
$961K 0.01%
15,269
+11,604
1011
$959K 0.01%
8,066
+2,890
1012
$959K 0.01%
27,352
+18,459
1013
$956K 0.01%
12,815
+3,740
1014
$949K 0.01%
+30,991
1015
$947K 0.01%
118,404
+66,429
1016
$942K 0.01%
+38,852
1017
$942K 0.01%
6,741
+2,224
1018
$941K 0.01%
9,982
-15,098
1019
$941K 0.01%
14,353
+5,448
1020
$939K 0.01%
5,083
+2,793
1021
$939K 0.01%
18,250
+1,037
1022
$939K 0.01%
24,019
-308
1023
$937K 0.01%
11,938
+2,624
1024
$937K 0.01%
87,270
+12
1025
$935K 0.01%
50,759
+31,398
39 40
41
42 43