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
$408M
AUM Growth
+$45.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.63M
3
+$1.32M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.27M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.19M

Top Sells

1
+$1.06M
2
+$766K
3
+$603K
4
IGE icon
iShares North American Natural Resources ETF
IGE
+$496K
5
NKE icon
Nike
NKE
+$480K

Sector Composition

1 Healthcare 5.14%
2 Technology 4.77%
3 Industrials 4.76%
4 Consumer Discretionary 4.6%
5 Communication Services 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.99M 0.73%
61,780
+5,200
27
$2.98M 0.73%
15,056
-25
28
$2.98M 0.73%
19,730
+3,383
29
$2.95M 0.72%
101,062
+14,152
30
$2.83M 0.69%
22,767
+1,313
31
$2.8M 0.69%
26,880
+2,700
32
$2.76M 0.68%
37,089
+2,997
33
$2.74M 0.67%
39,659
+4,765
34
$2.72M 0.67%
19,350
+2,146
35
$2.63M 0.64%
59,006
+3,661
36
$2.6M 0.64%
28,599
+1,375
37
$2.52M 0.62%
38,619
+466
38
$2.5M 0.61%
43,053
+212
39
$2.49M 0.61%
46,778
-2,831
40
$2.48M 0.61%
23,354
+2,296
41
$2.47M 0.61%
62,994
+2,531
42
$2.46M 0.6%
49,177
+4,947
43
$2.43M 0.59%
33,453
+5,062
44
$2.37M 0.58%
43,264
+4,416
45
$2.33M 0.57%
73,548
-15,647
46
$2.28M 0.56%
38,259
+14,241
47
$2.24M 0.55%
92,869
+17,505
48
$2.22M 0.54%
47,680
+11,220
49
$2.22M 0.54%
134,625
+9,905
50
$2.15M 0.53%
17,497
+2,324
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