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
376
$2.44M 0.05%
32,867
-31,502
377
$2.42M 0.05%
19,240
-1,013
378
$2.38M 0.05%
130,319
-11,177
379
$2.34M 0.05%
16,040
+6,263
380
$2.34M 0.05%
55,949
+5,785
381
$2.33M 0.05%
23,789
-2,764
382
$2.33M 0.05%
46,949
-1,693
383
$2.33M 0.05%
16,860
-4,639
384
$2.33M 0.05%
60,542
-200
385
$2.33M 0.05%
103,169
+36,866
386
$2.32M 0.05%
22,746
+4,720
387
$2.3M 0.05%
23,370
+7,604
388
$2.3M 0.05%
24,220
-1,342
389
$2.28M 0.04%
47,539
+18,209
390
$2.26M 0.04%
50,173
-3,239
391
$2.26M 0.04%
68,987
-4,273
392
$2.22M 0.04%
13,544
-959
393
$2.21M 0.04%
89,289
-30,795
394
$2.21M 0.04%
33,924
-7,380
395
$2.2M 0.04%
26,151
+1,219
396
$2.19M 0.04%
19,047
-4,232
397
$2.18M 0.04%
42,161
+13,242
398
$2.18M 0.04%
42,423
-5,385
399
$2.18M 0.04%
38,581
-2,013
400
$2.17M 0.04%
38,303
+11,834
14 15
16
17 18