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
551
$1.79M 0.03%
36,804
+15,366
552
$1.79M 0.03%
22,392
+6,786
553
$1.78M 0.03%
21,046
-749
554
$1.77M 0.03%
17,195
+3,661
555
$1.77M 0.03%
58,954
+1,303
556
$1.76M 0.03%
13,363
-486
557
$1.76M 0.03%
73,140
+27,241
558
$1.75M 0.03%
43,650
+18,526
559
$1.75M 0.03%
58,783
-1,177
560
$1.75M 0.03%
20,313
-1,515
561
$1.75M 0.03%
25,770
-2,913
562
$1.74M 0.03%
14,162
-654
563
$1.73M 0.03%
3,872
-148
564
$1.73M 0.03%
76,168
-4,466
565
$1.73M 0.03%
8,347
+30
566
$1.72M 0.03%
57,314
-50
567
$1.71M 0.03%
12,799
-1,329
568
$1.71M 0.03%
6,107
-72
569
$1.71M 0.03%
52,652
+6,984
570
$1.71M 0.03%
32,304
-174
571
$1.7M 0.03%
2,631
+617
572
$1.7M 0.03%
31,084
+17,779
573
$1.69M 0.03%
46,216
+2,183
574
$1.69M 0.03%
8,459
+692
575
$1.68M 0.03%
202,491
+995
21 22
23
24 25