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
1951
$146K ﹤0.01%
+13,800
1952
$144K ﹤0.01%
22,158
+3,413
1953
$143K ﹤0.01%
+15,165
1954
$143K ﹤0.01%
+11,733
1955
$143K ﹤0.01%
16,817
-288
1956
$140K ﹤0.01%
13,881
+3,360
1957
$139K ﹤0.01%
17,763
-4,141
1958
$137K ﹤0.01%
16,262
1959
$137K ﹤0.01%
33,937
+23,937
1960
$136K ﹤0.01%
+13,871
1961
$136K ﹤0.01%
13,021
-2,941
1962
$135K ﹤0.01%
13,088
+709
1963
$134K ﹤0.01%
12,378
+585
1964
$133K ﹤0.01%
12,502
+704
1965
$133K ﹤0.01%
16,355
-1,148
1966
$133K ﹤0.01%
+10,623
1967
$133K ﹤0.01%
+14,670
1968
$132K ﹤0.01%
21,255
-75
1969
$131K ﹤0.01%
+24,925
1970
$128K ﹤0.01%
+13,354
1971
$126K ﹤0.01%
96,550
-16,500
1972
$126K ﹤0.01%
11,505
+523
1973
$124K ﹤0.01%
19,183
+2,625
1974
$124K ﹤0.01%
+3,097
1975
$122K ﹤0.01%
+11,946