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
626
$1.11M 0.02%
27,674
-1,239
627
$1.11M 0.02%
21,109
-1,170
628
$1.1M 0.02%
6,427
+77
629
$1.1M 0.02%
4,149
+844
630
$1.1M 0.02%
23,242
+470
631
$1.1M 0.02%
25,639
-537
632
$1.09M 0.02%
+35,118
633
$1.09M 0.02%
13,954
-1,478
634
$1.09M 0.02%
12,104
-9,584
635
$1.08M 0.02%
3,943
+1,988
636
$1.08M 0.02%
3,502
-959
637
$1.08M 0.02%
32,848
+3,850
638
$1.08M 0.02%
1,591
-44
639
$1.08M 0.02%
25,108
+2,595
640
$1.08M 0.02%
4,931
-435
641
$1.08M 0.02%
23,253
+1,125
642
$1.08M 0.02%
5,999
-19
643
$1.08M 0.02%
29,442
-6,890
644
$1.07M 0.02%
3,241
-150
645
$1.07M 0.02%
42,474
+1,108
646
$1.07M 0.02%
63,884
-4,090
647
$1.07M 0.02%
59,101
-1,511
648
$1.07M 0.02%
19,437
+480
649
$1.07M 0.02%
56,946
-566
650
$1.06M 0.02%
56,416
-6,944
24 25
26
27 28