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
2001
$90.6K ﹤0.01%
12,922
-2,075
2002
$90.3K ﹤0.01%
10,093
-923
2003
$90.3K ﹤0.01%
21,131
+3,422
2004
$88.8K ﹤0.01%
11,755
-1,043
2005
$87.2K ﹤0.01%
10,072
-32
2006
$86.9K ﹤0.01%
1,701
+723
2007
$86.3K ﹤0.01%
21,853
+4,968
2008
$85.9K ﹤0.01%
+11,438
2009
$84.2K ﹤0.01%
25,450
-500
2010
$83K ﹤0.01%
18,560
-2,256
2011
$82.2K ﹤0.01%
6,245
-3,118
2012
$82.2K ﹤0.01%
16,333
-13,471
2013
$81.6K ﹤0.01%
+14,387
2014
$81.4K ﹤0.01%
11,975
+525
2015
$80.6K ﹤0.01%
+10,094
2016
$80.2K ﹤0.01%
+11,976
2017
$74.2K ﹤0.01%
16,156
-1,063
2018
$72.8K ﹤0.01%
13,317
-373
2019
$72.4K ﹤0.01%
+16,757
2020
$70.5K ﹤0.01%
+14,774
2021
$70.3K ﹤0.01%
25,124
-1,468
2022
$69.8K ﹤0.01%
+10,723
2023
$68.7K ﹤0.01%
+11,247
2024
$68.2K ﹤0.01%
+11,684
2025
$68.2K ﹤0.01%
20,000
79 80
81
82 83