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
601
$1.18M 0.02%
17,663
-3,110
602
$1.18M 0.02%
18,006
-39,038
603
$1.18M 0.02%
18,712
-976
604
$1.17M 0.02%
12,853
+514
605
$1.17M 0.02%
20,375
-1,909
606
$1.17M 0.02%
24,501
+6,309
607
$1.17M 0.02%
7,907
+435
608
$1.17M 0.02%
11,745
-6,432
609
$1.16M 0.02%
4,144
-615
610
$1.16M 0.02%
3,868
-778
611
$1.16M 0.02%
4,167
-622
612
$1.15M 0.02%
68,125
+22,325
613
$1.15M 0.02%
116,715
-105,028
614
$1.14M 0.02%
17,295
-4,738
615
$1.14M 0.02%
22,830
+13,106
616
$1.14M 0.02%
39,076
+5,098
617
$1.14M 0.02%
27,644
-6,887
618
$1.14M 0.02%
+13,584
619
$1.14M 0.02%
11,514
-1,527
620
$1.13M 0.02%
10,298
+1,622
621
$1.13M 0.02%
4,594
-388
622
$1.12M 0.02%
16,507
+9,165
623
$1.12M 0.02%
759
-580
624
$1.11M 0.02%
22,486
-20,468
625
$1.11M 0.02%
54,810
+17,252
23 24
25
26 27