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
451
$1.79M 0.04%
62,485
+19,456
452
$1.78M 0.04%
7,510
-522
453
$1.78M 0.04%
23,961
-5,373
454
$1.77M 0.03%
22,519
+441
455
$1.76M 0.03%
14,063
-1,391
456
$1.75M 0.03%
23,687
-267
457
$1.75M 0.03%
3,544
+183
458
$1.75M 0.03%
80,385
+36,685
459
$1.75M 0.03%
33,335
+986
460
$1.74M 0.03%
53,991
+3,048
461
$1.74M 0.03%
64,825
-7,215
462
$1.73M 0.03%
94,056
-40,268
463
$1.73M 0.03%
8,089
-1,928
464
$1.73M 0.03%
+58,475
465
$1.73M 0.03%
9,504
-6,587
466
$1.72M 0.03%
12,652
+2,082
467
$1.72M 0.03%
13,553
-1,840
468
$1.71M 0.03%
24,742
-267
469
$1.71M 0.03%
19,368
-7,840
470
$1.69M 0.03%
27,578
-4,317
471
$1.69M 0.03%
31,212
-16,893
472
$1.69M 0.03%
22,510
-13,876
473
$1.68M 0.03%
38,308
-8,508
474
$1.68M 0.03%
8,265
-7,310
475
$1.67M 0.03%
6,789
-6,495
17 18
19
20 21