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
376
$3.33M 0.05%
41,595
-12,959
377
$3.31M 0.05%
51,519
-4,146
378
$3.29M 0.05%
32,932
-1,374
379
$3.24M 0.05%
13,640
+98
380
$3.23M 0.05%
65,375
+13,307
381
$3.21M 0.05%
40,085
-1,342
382
$3.19M 0.05%
25,164
+3,123
383
$3.18M 0.05%
24,470
+80
384
$3.16M 0.05%
38,279
-1,134
385
$3.13M 0.05%
67,783
+568
386
$3.12M 0.05%
38,067
+4,592
387
$3.09M 0.05%
58,394
+534
388
$3.09M 0.05%
79,460
+2,748
389
$3.08M 0.05%
38,595
+3,340
390
$3.08M 0.05%
10,998
-62
391
$3.06M 0.05%
13,895
-1,786
392
$3.06M 0.05%
68,602
-2,133
393
$3.05M 0.05%
24,493
+1,256
394
$3.05M 0.05%
30,192
+3,435
395
$3.05M 0.05%
41,832
-646
396
$3.04M 0.05%
10,237
+1,088
397
$3.04M 0.05%
49,957
+4,887
398
$2.99M 0.05%
38,317
-546
399
$2.98M 0.05%
23,647
+1,954
400
$2.98M 0.05%
15,432
+1,131
14 15
16
17 18