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
526
$1.95M 0.03%
46,899
+1,451
527
$1.94M 0.03%
30,714
-16,828
528
$1.93M 0.03%
17,080
-364
529
$1.93M 0.03%
37,371
+1,130
530
$1.92M 0.03%
24,326
+4,905
531
$1.92M 0.03%
20,417
-113
532
$1.91M 0.03%
44,927
-2,059
533
$1.91M 0.03%
19,209
+883
534
$1.9M 0.03%
38,623
+11,517
535
$1.9M 0.03%
94,016
+14,764
536
$1.89M 0.03%
32,282
+5,263
537
$1.89M 0.03%
25,737
+738
538
$1.87M 0.03%
4,812
+13
539
$1.85M 0.03%
42,676
-470
540
$1.85M 0.03%
29,630
+323
541
$1.84M 0.03%
+59,467
542
$1.84M 0.03%
7,677
-871
543
$1.83M 0.03%
41,012
+16,524
544
$1.83M 0.03%
26,286
+276
545
$1.82M 0.03%
23,170
-911
546
$1.82M 0.03%
35,096
-197
547
$1.82M 0.03%
5,174
-274
548
$1.81M 0.03%
4,312
-102
549
$1.81M 0.03%
8,049
+398
550
$1.81M 0.03%
51,238
+6,094
20 21
22
23 24