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
276
$3.77M 0.07%
26,709
-5,397
277
$3.77M 0.07%
15,604
-396
278
$3.75M 0.07%
13,591
-1,367
279
$3.74M 0.07%
305,568
+15,504
280
$3.71M 0.07%
123,644
-33,626
281
$3.69M 0.07%
62,378
+2,818
282
$3.69M 0.07%
15,139
-8,934
283
$3.69M 0.07%
40,698
-1,501
284
$3.67M 0.07%
147,476
-47,192
285
$3.65M 0.07%
57,009
+5,709
286
$3.63M 0.07%
11,226
-545
287
$3.62M 0.07%
35,493
-235
288
$3.58M 0.07%
27,876
-8,314
289
$3.54M 0.07%
37,747
-320
290
$3.52M 0.07%
403,082
+389,982
291
$3.52M 0.07%
31,770
-6,750
292
$3.51M 0.07%
52,789
-33,226
293
$3.48M 0.07%
31,801
-247
294
$3.47M 0.07%
50,057
+5,454
295
$3.47M 0.07%
27,615
-18,040
296
$3.46M 0.07%
21,475
+931
297
$3.45M 0.07%
142,464
+16,925
298
$3.45M 0.07%
113,804
+33,406
299
$3.43M 0.07%
22,784
+1,049
300
$3.43M 0.07%
43,676
+387
10 11
12
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