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
401
$2.16M 0.04%
60,076
-44,654
402
$2.16M 0.04%
48,341
-2,488
403
$2.15M 0.04%
26,826
-6,306
404
$2.15M 0.04%
8,000
+349
405
$2.14M 0.04%
126,030
-74,404
406
$2.12M 0.04%
6,510
-1,279
407
$2.11M 0.04%
41,706
+6,782
408
$2.11M 0.04%
42,832
-14,280
409
$2.1M 0.04%
60,547
-1,056
410
$2.09M 0.04%
94,640
+10,372
411
$2.07M 0.04%
35,181
+389
412
$2.07M 0.04%
42,936
+4,727
413
$2.07M 0.04%
27,282
+274
414
$2.06M 0.04%
34,410
-8,359
415
$2.06M 0.04%
11,664
-3,093
416
$2.04M 0.04%
5,697
-423
417
$2.03M 0.04%
37,283
+571
418
$2.03M 0.04%
21,808
-9,870
419
$2.02M 0.04%
23,442
+14,967
420
$1.99M 0.04%
18,162
+2,266
421
$1.98M 0.04%
25,323
+14,893
422
$1.97M 0.04%
18,946
-1,251
423
$1.97M 0.04%
13,124
+1,300
424
$1.97M 0.04%
+61,743
425
$1.96M 0.04%
10,429
+7,004
15 16
17
18 19