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
426
$1.95M 0.04%
9,768
-1,991
427
$1.94M 0.04%
44,482
-8,824
428
$1.93M 0.04%
12,244
-2,974
429
$1.93M 0.04%
51,402
-10,186
430
$1.92M 0.04%
4,574
-218
431
$1.91M 0.04%
66,275
-1,186
432
$1.91M 0.04%
5,800
-616
433
$1.91M 0.04%
35,666
-491
434
$1.9M 0.04%
14,142
-3,114
435
$1.9M 0.04%
7,699
-1,730
436
$1.9M 0.04%
118,644
-81,450
437
$1.9M 0.04%
22,248
-23,404
438
$1.9M 0.04%
+24,924
439
$1.9M 0.04%
27,652
+2,030
440
$1.89M 0.04%
21,124
-819
441
$1.86M 0.04%
40,636
+23,130
442
$1.85M 0.04%
53,877
+968
443
$1.85M 0.04%
7,521
-2,487
444
$1.85M 0.04%
41,636
+2,630
445
$1.84M 0.04%
34,012
-104
446
$1.84M 0.04%
9,135
+25
447
$1.83M 0.04%
24,899
-3,286
448
$1.82M 0.04%
54,003
-16,615
449
$1.82M 0.04%
12,910
+2,052
450
$1.8M 0.04%
29,615
-2,461
16 17
18
19 20