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
301
$299K 0.07%
5,589
+516
302
$295K 0.07%
2,364
+46
303
$293K 0.07%
5,650
-118
304
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$290K 0.07%
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306
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6,606
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307
$289K 0.07%
3,620
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308
$289K 0.07%
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309
$286K 0.07%
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310
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5,270
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311
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4,827
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312
$284K 0.07%
2,191
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313
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+12,775
314
$277K 0.07%
3,767
-192
315
$275K 0.07%
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316
$273K 0.07%
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317
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318
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319
$268K 0.07%
1,906
320
$267K 0.07%
+14,881
321
$266K 0.07%
3,007
322
$262K 0.06%
19,859
323
$260K 0.06%
+2,468
324
$259K 0.06%
15,237
+815
325
$258K 0.06%
6,011
-6,747
11 12
13
14 15