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
501
$2.15M 0.03%
30,774
+18,186
502
$2.14M 0.03%
20,782
-2,073
503
$2.14M 0.03%
16,453
+2,375
504
$2.14M 0.03%
10,245
+392
505
$2.11M 0.03%
14,602
+119
506
$2.11M 0.03%
13,978
+233
507
$2.09M 0.03%
42,195
+11,628
508
$2.09M 0.03%
101,673
-1,613
509
$2.07M 0.03%
21,682
+1,260
510
$2.05M 0.03%
33,230
-1,459
511
$2.05M 0.03%
10,625
+20
512
$2.05M 0.03%
3,363
+147
513
$2.04M 0.03%
59,889
+6,414
514
$2.04M 0.03%
33,482
+311
515
$2.03M 0.03%
8,480
-36
516
$2.03M 0.03%
39,830
+30,997
517
$2.03M 0.03%
25,925
+4,957
518
$2.02M 0.03%
6,651
+3,717
519
$2.01M 0.03%
108,400
-3,322
520
$2M 0.03%
41,459
-15,609
521
$1.99M 0.03%
8,753
+1,678
522
$1.98M 0.03%
70,902
-2,990
523
$1.97M 0.03%
11,094
-512
524
$1.97M 0.03%
21,560
+4,028
525
$1.96M 0.03%
39,599
+705
19 20
21
22 23