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
601
$1.59M 0.03%
10,831
+2,183
602
$1.59M 0.03%
+52,758
603
$1.59M 0.03%
68,721
+1,237
604
$1.59M 0.03%
2,624
+54
605
$1.58M 0.03%
30,594
-1,374
606
$1.58M 0.03%
71,445
+4,709
607
$1.58M 0.03%
34,851
-992
608
$1.57M 0.03%
61,544
+21,858
609
$1.57M 0.02%
23,759
+1,273
610
$1.57M 0.02%
923
-41
611
$1.56M 0.02%
18,362
-203
612
$1.56M 0.02%
99,470
-1,372
613
$1.56M 0.02%
77,290
+12,705
614
$1.55M 0.02%
25,874
+2,979
615
$1.54M 0.02%
30,762
+319
616
$1.54M 0.02%
42,379
+1,321
617
$1.52M 0.02%
26,181
-40
618
$1.51M 0.02%
6,243
+330
619
$1.49M 0.02%
10,204
+75
620
$1.49M 0.02%
13,589
-1,224
621
$1.48M 0.02%
42,449
-3,327
622
$1.47M 0.02%
85,970
-738
623
$1.47M 0.02%
9,475
-289
624
$1.47M 0.02%
14,432
+1,424
625
$1.47M 0.02%
7,454
-135
23 24
25
26 27