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
$6.29B
AUM Growth
+$62.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,896
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$9.38M
3
+$9.03M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$7.59M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.2M

Top Sells

1
+$8.81M
2
+$8.23M
3
+$8.15M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$7.21M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.06M

Sector Composition

1 Technology 11.09%
2 Healthcare 5.37%
3 Financials 5.12%
4 Consumer Discretionary 4.62%
5 Communication Services 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.2M 0.1%
93,954
+5,566
227
$6.19M 0.1%
56,207
-130
228
$6.17M 0.1%
57,047
+293
229
$6.16M 0.1%
121,186
+34,133
230
$6.15M 0.1%
161,507
-6,737
231
$6.13M 0.1%
121,664
+4,731
232
$6.11M 0.1%
25,472
-2,988
233
$6.01M 0.1%
212,670
+37,042
234
$6.01M 0.1%
201,408
+10,959
235
$5.93M 0.09%
197,031
+33,792
236
$5.93M 0.09%
30,037
+14,225
237
$5.87M 0.09%
105,011
-2,645
238
$5.83M 0.09%
128,176
-3,437
239
$5.82M 0.09%
61,643
-11,521
240
$5.79M 0.09%
29,524
+1,787
241
$5.77M 0.09%
23,873
-1,228
242
$5.72M 0.09%
54,339
+785
243
$5.71M 0.09%
100,400
-16,220
244
$5.71M 0.09%
82,911
-32,066
245
$5.69M 0.09%
31,742
+3,788
246
$5.64M 0.09%
45,014
+1,732
247
$5.64M 0.09%
153,234
+12,310
248
$5.57M 0.09%
393,452
+18,697
249
$5.54M 0.09%
30,380
+3,161
250
$5.54M 0.09%
124,599
+50,942
8 9
10
11 12