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
476
$2.29M 0.04%
35,602
-1,544
477
$2.27M 0.04%
35,548
-7
478
$2.26M 0.04%
123,717
-27,205
479
$2.25M 0.04%
71,743
+23,601
480
$2.25M 0.04%
37,527
-2,235
481
$2.25M 0.04%
+61,525
482
$2.23M 0.04%
45,965
+3,515
483
$2.23M 0.04%
144,375
+8,734
484
$2.23M 0.04%
18,579
+3,783
485
$2.22M 0.04%
81,880
+61,706
486
$2.22M 0.04%
15,764
+5,750
487
$2.21M 0.04%
45,985
-1,473
488
$2.21M 0.04%
26,347
+1,526
489
$2.21M 0.04%
1,317
+28
490
$2.21M 0.04%
67,302
-4,759
491
$2.19M 0.03%
32,113
-16,881
492
$2.18M 0.03%
18,276
-153
493
$2.17M 0.03%
80,891
+2,103
494
$2.17M 0.03%
18,904
-118
495
$2.16M 0.03%
36,258
-50,606
496
$2.16M 0.03%
13,327
-157
497
$2.16M 0.03%
9,846
+45
498
$2.15M 0.03%
286,136
+136,430
499
$2.15M 0.03%
70,800
+3,490
500
$2.15M 0.03%
21,109
-831
18 19
20
21 22