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
276
$4.84M 0.08%
34,850
-2,602
277
$4.69M 0.07%
62,755
-1,914
278
$4.68M 0.07%
48,769
+33,365
279
$4.68M 0.07%
14,615
-245
280
$4.64M 0.07%
101,631
+6,439
281
$4.63M 0.07%
68,367
+97
282
$4.62M 0.07%
58,937
+10,054
283
$4.59M 0.07%
85,545
+2,661
284
$4.49M 0.07%
127,241
+25,382
285
$4.46M 0.07%
111,293
-34,372
286
$4.46M 0.07%
12,387
+445
287
$4.46M 0.07%
88,894
+3,679
288
$4.41M 0.07%
132,099
+22,104
289
$4.39M 0.07%
33,150
+1,011
290
$4.37M 0.07%
81,659
+47,799
291
$4.37M 0.07%
44,320
-1,005
292
$4.35M 0.07%
33,452
-9,276
293
$4.32M 0.07%
+432,100
294
$4.3M 0.07%
38,732
-1,121
295
$4.3M 0.07%
57,812
-1,374
296
$4.26M 0.07%
33,942
+694
297
$4.24M 0.07%
22,048
+1,275
298
$4.23M 0.07%
+163,275
299
$4.21M 0.07%
12,693
-309
300
$4.14M 0.07%
79,516
-8,589
10 11
12
13 14