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
376
$116K 0.03%
11,450
377
$108K 0.03%
+17,862
378
$84K 0.02%
2,037
-1,706
379
$74K 0.02%
+75
380
$70K 0.02%
1,261
-49
381
$53K 0.01%
2,263
382
$41K 0.01%
21,205
383
$13K ﹤0.01%
812
-215
384
– –
-5,023
385
– –
-4,970
386
– –
-8,851
387
– –
-2,806
388
– –
-11,700
389
– –
-4,692
390
– –
-17,475
391
– –
-13,750
392
– –
-4,318
393
– –
-9,347
12 13 14 15
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