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
2026
$68K ﹤0.01%
6,642
+798
2027
$63.2K ﹤0.01%
+2,667
2028
$60.4K ﹤0.01%
+35,936
2029
$60.2K ﹤0.01%
891
-407
2030
$53K ﹤0.01%
3,742
-488
2031
$52.6K ﹤0.01%
22,492
+2,000
2032
$47.9K ﹤0.01%
10,000
2033
$46.9K ﹤0.01%
+44,265
2034
$44K ﹤0.01%
12,986
-3,580
2035
$43.1K ﹤0.01%
+19,463
2036
$43.1K ﹤0.01%
15,676
-726
2037
$41K ﹤0.01%
13,163
+57
2038
$40.8K ﹤0.01%
18,995
2039
$40.7K ﹤0.01%
13,300
-100
2040
$40.5K ﹤0.01%
11,400
2041
$40.4K ﹤0.01%
17,547
+715
2042
$38.7K ﹤0.01%
+27,259
2043
$38.7K ﹤0.01%
+16,615
2044
$38.2K ﹤0.01%
+10,061
2045
$37.7K ﹤0.01%
+14,843
2046
$37.6K ﹤0.01%
24,585
+14,056
2047
$33.6K ﹤0.01%
1,451
+195
2048
$32K ﹤0.01%
+20,000
2049
$31.2K ﹤0.01%
16,749
+494
2050
$30.9K ﹤0.01%
8,825
-2,100
80 81
82
83 84