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
2076
$7.6K ﹤0.01%
132,400
-58,000
2077
$6.16K ﹤0.01%
11,000
2078
$5.3K ﹤0.01%
10,000
2079
$5.07K ﹤0.01%
+1
2080
$4.92K ﹤0.01%
+683
2081
$3.81K ﹤0.01%
+646
2082
$3.03K ﹤0.01%
+18,600
2083
$2.15K ﹤0.01%
+16,500
2084
$1.02K ﹤0.01%
18,557
2085
– –
-115,615
2086
– –
-4,376
2087
– –
-6,902
2088
– –
-7,366
2089
– –
-8,243
2090
– –
-3,953
2091
– –
-45,225
2092
– –
-3,504
2093
– –
-32,184
2094
– –
-14,572
2095
– –
-7,947
2096
– –
-22,966
2097
– –
-4,489
2098
– –
-17,628
2099
– –
-7,904
2100
– –
-379
82 83
84
85 86