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
326
$247K 0.06%
13,620
+147
327
$241K 0.06%
+3,193
328
$240K 0.06%
2,801
+172
329
$238K 0.06%
8,554
330
$237K 0.06%
+4,404
331
$235K 0.06%
3,966
-8,109
332
$235K 0.06%
+7,135
333
$228K 0.06%
+2,436
334
$228K 0.06%
+9,760
335
$226K 0.06%
8,097
-136
336
$223K 0.05%
1,390
+7
337
$223K 0.05%
6,725
-350
338
$222K 0.05%
+3,566
339
$222K 0.05%
3,004
-40
340
$221K 0.05%
+3,952
341
$219K 0.05%
8,462
-575
342
$219K 0.05%
3,163
+4
343
$217K 0.05%
4,534
+125
344
$216K 0.05%
+6,190
345
$216K 0.05%
5,475
+13
346
$215K 0.05%
4,499
-493
347
$215K 0.05%
+7,220
348
$213K 0.05%
5,158
349
$212K 0.05%
+1,601
350
$211K 0.05%
+10,007
12 13
14
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