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
2126
– –
-11,452
2127
– –
-10,001
2128
– –
-24,123
2129
– –
-70,565
2130
– –
-146
2131
– –
-10,300
2132
– –
-5,792
2133
– –
-53,901
2134
– –
-6,816
2135
– –
-3,458
2136
– –
-10,650
2137
– –
-21,425
2138
– –
-32,825
2139
– –
-5,450
2140
– –
-89,505
2141
– –
-4,019
2142
– –
-41,460
2143
– –
-7,034
2144
– –
-31,638
2145
– –
-7,455
2146
– –
-17,992
2147
– –
-8,227
2148
– –
-353,452
2149
– –
-8,264
2150
– –
-13,921
83 84 85
86
87