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
501
$1.54M 0.03%
4
502
$1.54M 0.03%
27,581
-5,756
503
$1.54M 0.03%
62,336
+1,422
504
$1.53M 0.03%
26,481
+2,197
505
$1.53M 0.03%
5,866
-6,301
506
$1.53M 0.03%
16,927
-3,638
507
$1.53M 0.03%
19,193
-1,510
508
$1.51M 0.03%
31,448
-1,669
509
$1.51M 0.03%
45,762
-18,458
510
$1.5M 0.03%
12,624
-5,422
511
$1.49M 0.03%
31,492
-4,666
512
$1.48M 0.03%
27,963
-7,469
513
$1.48M 0.03%
22,150
+1,387
514
$1.48M 0.03%
69,493
+429
515
$1.47M 0.03%
28,023
+3,088
516
$1.47M 0.03%
34,768
+4,108
517
$1.47M 0.03%
38,287
-2,954
518
$1.47M 0.03%
188,114
+6,098
519
$1.47M 0.03%
84,347
-3,163
520
$1.46M 0.03%
9,347
+6,224
521
$1.45M 0.03%
23,781
+5,061
522
$1.45M 0.03%
97,437
+3,380
523
$1.45M 0.03%
10,198
-76
524
$1.45M 0.03%
16,916
-1,665
525
$1.44M 0.03%
24,668
-840
19 20
21
22 23