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
126
$16.8M 0.16%
93,225
+6,226
127
$16.7M 0.15%
332,557
+237,069
128
$16.5M 0.15%
318,201
+312,523
129
$16.5M 0.15%
136,865
+70,789
130
$16.4M 0.15%
62,219
+24,470
131
$16.3M 0.15%
883,666
+174,816
132
$16.1M 0.15%
133,485
+56,806
133
$16M 0.15%
91,971
+43,469
134
$16M 0.15%
336,611
+289,108
135
$16M 0.15%
284,965
+173,321
136
$15.8M 0.15%
497,036
-35,893
137
$15.7M 0.15%
65,556
+30,562
138
$15.4M 0.14%
530,116
+506,202
139
$15.4M 0.14%
160,343
+90,060
140
$15.3M 0.14%
258,179
+66,025
141
$15.3M 0.14%
201,577
+169,051
142
$15.2M 0.14%
138,033
-445,931
143
$15M 0.14%
225,723
+221,621
144
$15M 0.14%
296,777
+260,939
145
$15M 0.14%
131,202
+23,341
146
$14.9M 0.14%
234,579
+79,064
147
$14.9M 0.14%
270,193
+253,959
148
$14.8M 0.14%
523,135
+501,490
149
$14.8M 0.14%
607,601
+42,332
150
$14.7M 0.14%
96,986
+26,828
4 5
6
7 8