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
$408M
AUM Growth
+$45.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.63M
3
+$1.32M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.27M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.19M

Top Sells

1
+$1.06M
2
+$766K
3
+$603K
4
IGE icon
iShares North American Natural Resources ETF
IGE
+$496K
5
NKE icon
Nike
NKE
+$480K

Sector Composition

1 Healthcare 5.14%
2 Technology 4.77%
3 Industrials 4.76%
4 Consumer Discretionary 4.6%
5 Communication Services 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$455K 0.11%
11,679
+216
227
$455K 0.11%
2,800
-329
228
$455K 0.11%
9,714
+2,907
229
$455K 0.11%
3,583
+262
230
$454K 0.11%
3,585
-1,235
231
$454K 0.11%
3,687
-439
232
$450K 0.11%
10,414
+4,952
233
$450K 0.11%
19,326
+14
234
$448K 0.11%
4,407
+875
235
$448K 0.11%
6,810
+574
236
$448K 0.11%
16,662
+8
237
$447K 0.11%
4,808
-17
238
$446K 0.11%
13,381
+1,528
239
$444K 0.11%
22,863
+1,088
240
$439K 0.11%
5,705
+1,015
241
$437K 0.11%
5,704
+37
242
$435K 0.11%
+10,149
243
$434K 0.11%
29,974
+2,446
244
$433K 0.11%
4,743
+1,461
245
$432K 0.11%
9,384
+300
246
$431K 0.11%
6,318
+79
247
$427K 0.1%
29,758
+944
248
$427K 0.1%
5,056
-253
249
$423K 0.1%
4,035
-303
250
$421K 0.1%
+8,243
8 9
10
11 12