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
251
$421K 0.1%
7,937
-329
252
$420K 0.1%
9,816
+407
253
$419K 0.1%
3,924
-4,135
254
$417K 0.1%
730
+8
255
$416K 0.1%
13,287
+3,171
256
$414K 0.1%
7,782
+38
257
$412K 0.1%
+3,885
258
$407K 0.1%
6,107
+767
259
$406K 0.1%
8,242
+1,047
260
$405K 0.1%
5,039
+1,235
261
$403K 0.1%
12,351
-999
262
$398K 0.1%
5,108
+1,547
263
$398K 0.1%
1,401
+215
264
$393K 0.1%
2,335
265
$386K 0.09%
5,583
-551
266
$386K 0.09%
7,127
-138
267
$380K 0.09%
4,592
+600
268
$379K 0.09%
6,230
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269
$376K 0.09%
+1,754
270
$374K 0.09%
6,915
-1,202
271
$373K 0.09%
+11,168
272
$369K 0.09%
7,419
+797
273
$369K 0.09%
24,995
+11,270
274
$367K 0.09%
101,480
+18,520
275
$361K 0.09%
7,352
-374