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
251
$4.44M 0.09%
223,841
+1,449
252
$4.42M 0.09%
111,092
-5,040
253
$4.38M 0.09%
101,246
-137,935
254
$4.37M 0.09%
179,601
+77,617
255
$4.37M 0.09%
40,215
+13,019
256
$4.37M 0.09%
109,429
+53,436
257
$4.33M 0.09%
60,349
-4,048
258
$4.22M 0.08%
83,162
+33,237
259
$4.2M 0.08%
83,210
-7,320
260
$4.17M 0.08%
46,960
-20,424
261
$4.12M 0.08%
79,002
+14,121
262
$4.11M 0.08%
159,986
-48,313
263
$4.1M 0.08%
43,097
-6,862
264
$4.09M 0.08%
60,090
+2,419
265
$4.08M 0.08%
17,908
+331
266
$4.03M 0.08%
165,275
+74,221
267
$4M 0.08%
100,114
-1,271
268
$3.98M 0.08%
69,456
+65,734
269
$3.93M 0.08%
13,847
-4,276
270
$3.93M 0.08%
60,845
-18,612
271
$3.89M 0.08%
32,909
-15,453
272
$3.87M 0.08%
39,589
-10,129
273
$3.86M 0.08%
174,777
+26,040
274
$3.85M 0.08%
35,545
-41,830
275
$3.82M 0.08%
115,102
+10,254
9 10
11
12 13