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
276
$358K 0.09%
6,357
+463
277
$354K 0.09%
18,550
+2,080
278
$354K 0.09%
3,944
+260
279
$351K 0.09%
6,560
+112
280
$350K 0.09%
4,883
+35
281
$350K 0.09%
4,313
-31
282
$348K 0.09%
2,627
+399
283
$348K 0.09%
6,500
284
$345K 0.08%
5,383
-76
285
$343K 0.08%
17,167
+3,914
286
$334K 0.08%
17,383
-969
287
$332K 0.08%
4,750
+1,340
288
$330K 0.08%
2,770
-92
289
$328K 0.08%
1,278
+10
290
$325K 0.08%
16,764
-307
291
$324K 0.08%
+6,178
292
$323K 0.08%
6,365
+1,565
293
$322K 0.08%
38,900
+2,800
294
$320K 0.08%
84,730
+31,655
295
$306K 0.08%
5,619
-670
296
$304K 0.07%
4,525
+265
297
$303K 0.07%
8,312
+2,124
298
$303K 0.07%
3,784
+7
299
$300K 0.07%
4,655
+692
300
$300K 0.07%
+6,530
10 11
12
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