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
451
$2.47M 0.04%
83,331
-5,856
452
$2.46M 0.04%
30,335
-868
453
$2.44M 0.04%
12,582
-2,107
454
$2.44M 0.04%
72,429
+12,084
455
$2.43M 0.04%
+99,953
456
$2.43M 0.04%
66,326
-486
457
$2.42M 0.04%
100,684
-12,705
458
$2.42M 0.04%
11,413
-258
459
$2.42M 0.04%
46,809
+2,511
460
$2.39M 0.04%
55,411
+5,263
461
$2.39M 0.04%
67,289
+16,708
462
$2.39M 0.04%
11,924
-25
463
$2.38M 0.04%
5,613
+996
464
$2.36M 0.04%
34,814
+57
465
$2.35M 0.04%
45,778
-21,198
466
$2.35M 0.04%
106,397
+9,930
467
$2.34M 0.04%
224,375
-18,421
468
$2.33M 0.04%
91,880
+23,836
469
$2.33M 0.04%
6,262
+261
470
$2.32M 0.04%
46,846
+8,204
471
$2.32M 0.04%
13,256
-35
472
$2.31M 0.04%
18,113
+1,532
473
$2.31M 0.04%
35,288
+5,256
474
$2.3M 0.04%
54,279
-1,086
475
$2.29M 0.04%
173,981
+48,636
17 18
19
20 21