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
1976
$122K ﹤0.01%
21,788
+7,200
1977
$119K ﹤0.01%
16,297
+3,853
1978
$118K ﹤0.01%
+14,700
1979
$118K ﹤0.01%
+13,552
1980
$118K ﹤0.01%
+15,557
1981
$113K ﹤0.01%
10,211
1982
$112K ﹤0.01%
1,648
-350
1983
$112K ﹤0.01%
4,145
+606
1984
$112K ﹤0.01%
11,762
-1,557
1985
$110K ﹤0.01%
+11,541
1986
$110K ﹤0.01%
+30,242
1987
$108K ﹤0.01%
+13,352
1988
$107K ﹤0.01%
+15,269
1989
$105K ﹤0.01%
25,772
+926
1990
$105K ﹤0.01%
32,000
-2,000
1991
$104K ﹤0.01%
18,308
-11,560
1992
$104K ﹤0.01%
46,243
1993
$102K ﹤0.01%
+10,122
1994
$100K ﹤0.01%
11,557
-400
1995
$99.5K ﹤0.01%
10,040
-2,191
1996
$99.4K ﹤0.01%
+3,529
1997
$96.8K ﹤0.01%
19,590
-104
1998
$96K ﹤0.01%
6,282
+5,322
1999
$95.4K ﹤0.01%
+11,040
2000
$92K ﹤0.01%
+11,267