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
26
$33.8M 0.54%
130,773
-2,586
27
$33.8M 0.54%
1,630,620
+95,620
28
$33M 0.53%
657,361
+70,752
29
$31.9M 0.51%
116,560
-403
30
$31.9M 0.51%
742,144
+23,998
31
$31.7M 0.5%
248,473
-40,360
32
$30.7M 0.49%
230,300
-4,020
33
$30.4M 0.48%
567,001
+32,051
34
$29.1M 0.46%
250,712
+36,315
35
$28.6M 0.45%
214,840
+21,998
36
$28.1M 0.45%
343,457
+9,260
37
$27.8M 0.44%
282,070
+21,734
38
$27.4M 0.44%
161,819
+4,504
39
$27M 0.43%
534,655
+20,162
40
$27M 0.43%
172,376
+3,062
41
$26.3M 0.42%
66,704
+133
42
$26.2M 0.42%
154,568
+8,101
43
$25.6M 0.41%
158,335
+909
44
$24.2M 0.38%
325,944
+7,436
45
$24.2M 0.38%
110,570
+22,310
46
$23.9M 0.38%
289,995
+27,165
47
$23.1M 0.37%
179,171
+8,022
48
$23M 0.37%
97,311
+19,307
49
$22.8M 0.36%
153,014
+40,827
50
$22.3M 0.36%
189,930
-74,962
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