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
351
$3.62M 0.06%
62,020
+22,570
352
$3.61M 0.06%
34,285
+4,650
353
$3.6M 0.06%
84,576
-3,745
354
$3.58M 0.06%
12,805
-1,911
355
$3.54M 0.06%
14,381
-565
356
$3.51M 0.06%
76,389
+12,401
357
$3.51M 0.06%
117,390
-3,115
358
$3.51M 0.06%
17,534
+1,403
359
$3.51M 0.06%
173,838
+4,221
360
$3.5M 0.06%
13,187
+629
361
$3.5M 0.06%
13,993
+882
362
$3.49M 0.06%
31,574
+898
363
$3.49M 0.06%
20,803
+1,833
364
$3.48M 0.06%
63,502
+5,894
365
$3.47M 0.06%
165,862
-4,503
366
$3.46M 0.06%
87,678
+8,101
367
$3.46M 0.06%
24,600
+1,614
368
$3.46M 0.06%
15,777
+1,470
369
$3.45M 0.05%
63,695
+3,820
370
$3.39M 0.05%
47,187
-3,927
371
$3.38M 0.05%
52,408
-2,821
372
$3.37M 0.05%
54,511
+727
373
$3.35M 0.05%
36,121
+5,181
374
$3.35M 0.05%
19,308
+2,974
375
$3.33M 0.05%
190,751
-4,020
13 14
15
16 17