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
426
$2.64M 0.04%
84,391
-2,430
427
$2.63M 0.04%
28,774
-2,639
428
$2.63M 0.04%
15,885
-2,450
429
$2.63M 0.04%
18,362
-770
430
$2.62M 0.04%
150,876
-42,912
431
$2.6M 0.04%
54,277
+38,347
432
$2.6M 0.04%
51,215
-6,020
433
$2.59M 0.04%
17,330
-484
434
$2.58M 0.04%
68,295
+824
435
$2.57M 0.04%
65,718
-752
436
$2.55M 0.04%
3,427
+253
437
$2.55M 0.04%
29,662
+1,590
438
$2.55M 0.04%
152,583
-6,990
439
$2.53M 0.04%
16,056
-1,813
440
$2.52M 0.04%
15,038
+6,446
441
$2.52M 0.04%
13,882
-819
442
$2.51M 0.04%
54,860
-3,331
443
$2.51M 0.04%
34,629
+8,015
444
$2.51M 0.04%
43,705
+2,420
445
$2.49M 0.04%
53,510
+16,887
446
$2.49M 0.04%
44,630
+3,212
447
$2.48M 0.04%
122,016
-1,053
448
$2.48M 0.04%
119,217
-15,960
449
$2.47M 0.04%
19,430
+732
450
$2.47M 0.04%
46,705
+37,689
16 17
18
19 20