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
151
$14.5M 0.13%
575,732
+356,838
152
$14.4M 0.13%
106,479
+18,570
153
$14.4M 0.13%
347,803
+190,914
154
$14.3M 0.13%
255,580
+67,380
155
$14M 0.13%
53,158
-21,776
156
$14M 0.13%
189,559
+75,819
157
$13.9M 0.13%
137,818
-6,796
158
$13.8M 0.13%
92,889
-38,673
159
$13.8M 0.13%
335,188
+312,923
160
$13.7M 0.13%
579,127
+193,261
161
$13.6M 0.13%
556,753
+23,883
162
$13.4M 0.12%
192,835
+147,945
163
$13.2M 0.12%
453,539
-91,998
164
$13.1M 0.12%
506,992
+143,450
165
$13M 0.12%
153,406
+112,490
166
$12.9M 0.12%
585,180
+196,773
167
$12.7M 0.12%
178,492
+70,235
168
$12.7M 0.12%
272,970
+5,356
169
$12.3M 0.11%
429,851
+137,700
170
$12.2M 0.11%
135,766
+6,046
171
$12.1M 0.11%
167,481
+68,642
172
$11.9M 0.11%
415,210
+405,586
173
$11.9M 0.11%
115,854
+57,280
174
$11.9M 0.11%
137,624
-63,918
175
$11.8M 0.11%
387,530
+182,302
5 6
7
8 9