Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $91.5B
1-Year Est. Return 19.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.12%
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 +$255M
2 +$180M
3 +$131M
4
BND icon
Vanguard Total Bond Market
BND
+$127M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$118M

Top Sells

1 +$121M
2 +$87.2M
3 +$84M
4
ABT icon
Abbott
ABT
+$46.2M
5
AMZN icon
Amazon
AMZN
+$15.3M

Sector Composition

1 Technology 6.72%
2 Healthcare 4.16%
3 Financials 3.95%
4 Consumer Discretionary 2.87%
5 Industrials 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$673K 0.01%
511
+154
1202
$673K 0.01%
22,481
+2,940
1203
$672K 0.01%
+13,509
1204
$671K 0.01%
9,480
-22
1205
$671K 0.01%
14,155
-729
1206
$670K 0.01%
55,494
+14,476
1207
$669K 0.01%
+29,286
1208
$669K 0.01%
2,734
+1,175
1209
$667K 0.01%
18,132
+1,830
1210
$666K 0.01%
1,659
+532
1211
$664K 0.01%
4,305
-245
1212
$663K 0.01%
29,199
+18,723
1213
$663K 0.01%
22,042
+14,827
1214
$662K 0.01%
11,023
+4,243
1215
$661K 0.01%
+14,747
1216
$661K 0.01%
4,813
+1,307
1217
$660K 0.01%
+29,041
1218
$659K 0.01%
16,661
+422
1219
$659K 0.01%
+17,966
1220
$658K 0.01%
16,056
+1,006
1221
$658K 0.01%
5,712
+90
1222
$657K 0.01%
28,537
+1,857
1223
$657K 0.01%
+8,013
1224
$656K 0.01%
40,357
+13,422
1225
$656K 0.01%
11,149
+6,924