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
326
$3.04M 0.06%
32,081
-698
327
$3.03M 0.06%
47,531
-6,928
328
$2.97M 0.06%
13,833
-3,368
329
$2.96M 0.06%
20,550
-15,028
330
$2.93M 0.06%
20,736
-587
331
$2.88M 0.06%
79,329
-31,589
332
$2.86M 0.06%
14,848
-1,007
333
$2.84M 0.06%
17,824
-5,451
334
$2.84M 0.06%
14,039
+2,710
335
$2.84M 0.06%
58,331
+2,090
336
$2.83M 0.06%
36,934
+219
337
$2.83M 0.06%
55,246
+596
338
$2.83M 0.06%
15,707
+182
339
$2.81M 0.06%
33,501
+18,234
340
$2.81M 0.06%
8,904
-7,211
341
$2.8M 0.06%
85,128
-26,417
342
$2.8M 0.06%
15,727
-3,729
343
$2.8M 0.06%
5,596
-5,350
344
$2.78M 0.05%
63,840
-410
345
$2.77M 0.05%
47,717
-2,387
346
$2.77M 0.05%
76,161
-8,127
347
$2.76M 0.05%
76,190
+17,022
348
$2.73M 0.05%
14,407
-4,585
349
$2.71M 0.05%
14,786
+3,305
350
$2.7M 0.05%
44,068
+3,897
12 13
14
15 16