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
526
$1.44M 0.03%
11,841
+241
527
$1.44M 0.03%
115,567
+22,800
528
$1.44M 0.03%
2,330
-54
529
$1.43M 0.03%
37,089
-1,685
530
$1.43M 0.03%
38,755
-14,315
531
$1.43M 0.03%
18,050
+2,066
532
$1.42M 0.03%
+138,969
533
$1.41M 0.03%
7,236
-82
534
$1.41M 0.03%
94,959
-654
535
$1.4M 0.03%
56,651
-2,258
536
$1.39M 0.03%
16,039
-1,003
537
$1.38M 0.03%
+43,690
538
$1.38M 0.03%
44,920
-1,690
539
$1.38M 0.03%
+13,009
540
$1.37M 0.03%
23,562
+568
541
$1.37M 0.03%
11,001
-256
542
$1.36M 0.03%
12,002
-284
543
$1.36M 0.03%
11,849
-32
544
$1.35M 0.03%
6,106
+72
545
$1.35M 0.03%
35,437
-1,188
546
$1.35M 0.03%
23,124
+15,923
547
$1.35M 0.03%
26,815
+2,300
548
$1.35M 0.03%
61,689
+5,324
549
$1.34M 0.03%
32,649
+25,706
550
$1.34M 0.03%
956
+14
20 21
22
23 24