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
251
$5.53M 0.09%
70,855
-4,693
252
$5.49M 0.09%
39,431
-7,471
253
$5.48M 0.09%
81,876
-421
254
$5.42M 0.09%
40,000
-3,110
255
$5.37M 0.09%
16,034
+1,379
256
$5.32M 0.08%
74,884
+6,176
257
$5.31M 0.08%
67,610
-2,760
258
$5.26M 0.08%
27,999
+1,633
259
$5.26M 0.08%
195,193
+10,622
260
$5.25M 0.08%
82,014
-391
261
$5.22M 0.08%
83,634
-6,494
262
$5.21M 0.08%
61,083
-1,619
263
$5.19M 0.08%
20,150
-195
264
$5.17M 0.08%
65,221
-575
265
$5.16M 0.08%
218,318
+57,560
266
$5.15M 0.08%
54,312
-2,343
267
$5.13M 0.08%
38,400
-1,243
268
$5.1M 0.08%
11,995
-799
269
$5.09M 0.08%
72,918
-1,710
270
$5.07M 0.08%
29,255
-331
271
$5.04M 0.08%
59,224
+8,618
272
$5.03M 0.08%
42,275
-312
273
$5.02M 0.08%
183,741
-1,449
274
$4.93M 0.08%
48,224
+6,404
275
$4.86M 0.08%
48,002
-81,258
9 10
11
12 13