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
576
$1.25M 0.02%
32,541
+2,813
577
$1.25M 0.02%
20,708
+2,663
578
$1.24M 0.02%
41,141
+8,286
579
$1.24M 0.02%
66,319
-37,336
580
$1.24M 0.02%
14,327
-422
581
$1.24M 0.02%
3,633
-130
582
$1.24M 0.02%
7,705
-11,754
583
$1.24M 0.02%
+60,313
584
$1.24M 0.02%
10,864
-1,246
585
$1.24M 0.02%
21,410
-7,515
586
$1.23M 0.02%
23,836
-12,607
587
$1.23M 0.02%
41,212
588
$1.22M 0.02%
11,986
-4,500
589
$1.22M 0.02%
48,350
-12,625
590
$1.22M 0.02%
16,289
+3,411
591
$1.22M 0.02%
2,446
-1,422
592
$1.21M 0.02%
20,139
-1,680
593
$1.21M 0.02%
31,814
+4,056
594
$1.21M 0.02%
13,519
-4,965
595
$1.2M 0.02%
+45,190
596
$1.2M 0.02%
15,200
-4,012
597
$1.2M 0.02%
13,634
+1,477
598
$1.2M 0.02%
28,307
+2,803
599
$1.2M 0.02%
29,393
-10,314
600
$1.19M 0.02%
12,534
-20
22 23
24
25 26