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
576
$1.68M 0.03%
27,788
-3,879
577
$1.67M 0.03%
38,043
+24,631
578
$1.67M 0.03%
110,066
+6,397
579
$1.67M 0.03%
4,982
+494
580
$1.66M 0.03%
34,308
-47
581
$1.66M 0.03%
20,086
-1,322
582
$1.65M 0.03%
19,788
-3,430
583
$1.65M 0.03%
63,527
+359
584
$1.65M 0.03%
4
585
$1.65M 0.03%
34,722
-1,600
586
$1.64M 0.03%
39,635
+964
587
$1.64M 0.03%
79,901
+28,008
588
$1.64M 0.03%
15,726
-5,883
589
$1.64M 0.03%
10,716
+161
590
$1.64M 0.03%
21,738
-1,271
591
$1.64M 0.03%
123,765
+2,700
592
$1.63M 0.03%
4,601
-81
593
$1.63M 0.03%
37,427
+12
594
$1.63M 0.03%
34,126
+1,624
595
$1.63M 0.03%
81,055
+1,950
596
$1.63M 0.03%
+32,747
597
$1.63M 0.03%
20,716
-177
598
$1.62M 0.03%
12,868
-556
599
$1.61M 0.03%
2,980
+379
600
$1.6M 0.03%
9,764
+4,191
22 23
24
25 26