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
351
$2.7M 0.05%
52,876
+32,563
352
$2.66M 0.05%
160,247
-64,153
353
$2.64M 0.05%
28,883
-10,742
354
$2.64M 0.05%
15,030
-3,270
355
$2.63M 0.05%
8,199
+766
356
$2.63M 0.05%
18,724
+881
357
$2.62M 0.05%
30,957
-3,189
358
$2.62M 0.05%
51,197
-36,504
359
$2.61M 0.05%
66,643
+49,791
360
$2.61M 0.05%
38,200
+3,445
361
$2.6M 0.05%
39,830
-4,381
362
$2.59M 0.05%
131,554
+35,957
363
$2.59M 0.05%
155,493
+3,767
364
$2.58M 0.05%
50,877
-904,948
365
$2.58M 0.05%
65,777
+24,675
366
$2.57M 0.05%
59,335
+2,693
367
$2.57M 0.05%
35,854
+579
368
$2.56M 0.05%
10,728
-1,416
369
$2.56M 0.05%
41,980
-23,393
370
$2.55M 0.05%
88,092
+11,856
371
$2.52M 0.05%
30,773
+19,832
372
$2.51M 0.05%
30,809
-3,084
373
$2.5M 0.05%
19,065
-10,053
374
$2.49M 0.05%
12,291
-384
375
$2.45M 0.05%
40,998
-1,473
13 14
15
16 17