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
401
$2.96M 0.05%
36,141
+3,537
402
$2.93M 0.05%
114,528
-3,183
403
$2.91M 0.05%
39,902
+7,966
404
$2.91M 0.05%
44,374
+1,605
405
$2.89M 0.05%
51,575
+2,987
406
$2.89M 0.05%
35,604
-501
407
$2.88M 0.05%
9,180
+1,816
408
$2.88M 0.05%
40,757
+2,114
409
$2.86M 0.05%
22,340
-3,762
410
$2.85M 0.05%
20,797
+288
411
$2.84M 0.05%
49,221
+2,073
412
$2.82M 0.04%
36,477
+11,483
413
$2.82M 0.04%
38,215
-5,665
414
$2.81M 0.04%
14,364
+676
415
$2.8M 0.04%
116,190
+41,717
416
$2.78M 0.04%
55,119
+1,658
417
$2.78M 0.04%
+84,819
418
$2.77M 0.04%
8,698
+650
419
$2.74M 0.04%
107,118
-55,681
420
$2.73M 0.04%
10,441
+1,798
421
$2.71M 0.04%
56,264
+20,405
422
$2.71M 0.04%
64,929
-13,268
423
$2.68M 0.04%
12,889
+760
424
$2.67M 0.04%
6,804
-898
425
$2.64M 0.04%
45,562
+467
15 16
17
18 19