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
326
$3.9M 0.06%
23,662
+5,279
327
$3.84M 0.06%
22,701
+650
328
$3.83M 0.06%
72,629
+2,066
329
$3.83M 0.06%
37,380
+536
330
$3.83M 0.06%
50,616
+53
331
$3.82M 0.06%
54,390
+869
332
$3.82M 0.06%
33,970
-489
333
$3.8M 0.06%
93,902
-7,765
334
$3.76M 0.06%
17,833
-598
335
$3.75M 0.06%
109,636
-7,077
336
$3.75M 0.06%
39,396
-2,880
337
$3.75M 0.06%
65,201
-527
338
$3.71M 0.06%
67,300
-1,905
339
$3.7M 0.06%
64,335
-428
340
$3.69M 0.06%
75,848
+2,446
341
$3.69M 0.06%
98,514
+11,959
342
$3.67M 0.06%
32,463
-112
343
$3.67M 0.06%
81,988
-5,065
344
$3.67M 0.06%
22,711
-357
345
$3.67M 0.06%
112,762
-4,076
346
$3.66M 0.06%
32,692
+72
347
$3.66M 0.06%
60,339
+2,144
348
$3.63M 0.06%
13,448
+1,257
349
$3.63M 0.06%
35,429
-2,635
350
$3.63M 0.06%
12,583
+59
12 13
14
15 16