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
$5.08B
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,737
New
Increased
Reduced
Closed

Top Buys

1
+$66M
2
+$31.1M
3
+$23.3M
4
ABT icon
Abbott
ABT
+$23.2M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$19.6M

Top Sells

1
+$45.9M
2
+$35.3M
3
+$20.4M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$19.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$15.8M

Sector Composition

1 Technology 10.64%
2 Healthcare 5.26%
3 Financials 4.91%
4 Consumer Discretionary 4.57%
5 Communication Services 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.89M 0.1%
90,567
+3,986
227
$4.88M 0.1%
60,961
-3,870
228
$4.8M 0.09%
27,863
+6,637
229
$4.8M 0.09%
188,014
-13,824
230
$4.78M 0.09%
78,017
+6,622
231
$4.78M 0.09%
68,583
-1,163
232
$4.78M 0.09%
40,423
-284
233
$4.75M 0.09%
43,669
-4,482
234
$4.75M 0.09%
6,293
-2,747
235
$4.73M 0.09%
242,028
-21,919
236
$4.72M 0.09%
10,350
-1,628
237
$4.7M 0.09%
71,237
+19,284
238
$4.67M 0.09%
51,296
+5,145
239
$4.67M 0.09%
93,005
+11,388
240
$4.66M 0.09%
12,461
-1,059
241
$4.66M 0.09%
50,808
+11,346
242
$4.57M 0.09%
32,499
-3,919
243
$4.56M 0.09%
48,062
+15,480
244
$4.54M 0.09%
25,675
+635
245
$4.53M 0.09%
98,895
-3,461
246
$4.53M 0.09%
60,485
-64,031
247
$4.52M 0.09%
198,181
+11,770
248
$4.52M 0.09%
85,660
+73,264
249
$4.5M 0.09%
23,861
-8,933
250
$4.49M 0.09%
24,700
-331
8 9
10
11 12