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
26
$30.4M 0.6%
199,877
-6,257
27
$28M 0.55%
490,378
+74,238
28
$27.9M 0.55%
151,104
+6,570
29
$26.8M 0.53%
556,219
+22,973
30
$26.5M 0.52%
118,947
-20,355
31
$26.2M 0.52%
107,857
-3,027
32
$25.1M 0.49%
474,328
+52,216
33
$24.8M 0.49%
190,991
-147,317
34
$24.4M 0.48%
673,721
+24,805
35
$24.4M 0.48%
296,531
+23,862
36
$24.1M 0.47%
333,950
-27,721
37
$23.8M 0.47%
1,040,420
-46,576
38
$23.7M 0.47%
156,585
-14,707
39
$23.7M 0.47%
144,060
-4,487
40
$23.6M 0.47%
258,114
-2,879
41
$23.1M 0.45%
63,285
+826
42
$22.8M 0.45%
463,684
-21,906
43
$22.2M 0.44%
269,603
-5,469
44
$21.7M 0.43%
209,680
-14,680
45
$21.7M 0.43%
130,900
-10,304
46
$21.3M 0.42%
83,564
+17,994
47
$21M 0.41%
325,629
-8,422
48
$20.8M 0.41%
347,064
+5,410
49
$20.6M 0.41%
297,740
-131,490
50
$20.6M 0.4%
315,998
-107,495
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