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
551
$1.34M 0.03%
22,325
+9,574
552
$1.34M 0.03%
3,336
-4,527
553
$1.33M 0.03%
7,194
+1,435
554
$1.33M 0.03%
28,482
-1,120
555
$1.32M 0.03%
17,978
+9,212
556
$1.32M 0.03%
+35,869
557
$1.32M 0.03%
11,842
+2,754
558
$1.32M 0.03%
3,749
-376
559
$1.32M 0.03%
10,016
-2,355
560
$1.32M 0.03%
89,283
+38,219
561
$1.32M 0.03%
171,357
+48,319
562
$1.31M 0.03%
34,367
+20,959
563
$1.31M 0.03%
2,707
-654
564
$1.3M 0.03%
2,759
+483
565
$1.3M 0.03%
20,642
-2,713
566
$1.28M 0.03%
26,289
-6,933
567
$1.28M 0.03%
20,051
+5,372
568
$1.28M 0.03%
31,623
+1,931
569
$1.28M 0.03%
28,619
+1,420
570
$1.27M 0.03%
12,765
-680
571
$1.27M 0.03%
+50,671
572
$1.26M 0.02%
5,730
-8,089
573
$1.26M 0.02%
15,083
-12,559
574
$1.26M 0.02%
10,490
+930
575
$1.26M 0.02%
35,687
+2,642
21 22
23
24 25