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
1926
$177K ﹤0.01%
17,096
+5,871
1927
$175K ﹤0.01%
99,372
+8,887
1928
$174K ﹤0.01%
18,948
+8,095
1929
$173K ﹤0.01%
21,183
-5,427
1930
$170K ﹤0.01%
+10,647
1931
$170K ﹤0.01%
+10,180
1932
$170K ﹤0.01%
+10,368
1933
$169K ﹤0.01%
+3,574
1934
$168K ﹤0.01%
23,443
-4,290
1935
$168K ﹤0.01%
10,801
+747
1936
$167K ﹤0.01%
16,947
+4,649
1937
$167K ﹤0.01%
75,688
+1,891
1938
$166K ﹤0.01%
30,179
+6,446
1939
$165K ﹤0.01%
+12,074
1940
$162K ﹤0.01%
+25,323
1941
$162K ﹤0.01%
14,119
-3,693
1942
$161K ﹤0.01%
+10,599
1943
$157K ﹤0.01%
+14,722
1944
$155K ﹤0.01%
1,306
+80
1945
$153K ﹤0.01%
10,215
-1,183
1946
$149K ﹤0.01%
+2,635
1947
$148K ﹤0.01%
14,236
+780
1948
$148K ﹤0.01%
12,192
+758
1949
$147K ﹤0.01%
31,589
-344
1950
$146K ﹤0.01%
+13,751
76 77
78
79 80