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
626
$1.45M 0.02%
94,075
-39,625
627
$1.45M 0.02%
68,009
+5,645
628
$1.45M 0.02%
7,228
+38
629
$1.45M 0.02%
42,369
+22,546
630
$1.45M 0.02%
34,519
+2,524
631
$1.45M 0.02%
1,829
+190
632
$1.44M 0.02%
13,480
-44,258
633
$1.44M 0.02%
42,690
-628
634
$1.44M 0.02%
21,976
-140
635
$1.44M 0.02%
20,778
-4,393
636
$1.43M 0.02%
4,889
-9
637
$1.43M 0.02%
57,903
-1,039
638
$1.43M 0.02%
12,532
+2,914
639
$1.42M 0.02%
46,430
+1,694
640
$1.42M 0.02%
29,350
-11,756
641
$1.41M 0.02%
+36,700
642
$1.41M 0.02%
56,365
+2,652
643
$1.4M 0.02%
3,891
-151
644
$1.4M 0.02%
28,295
-777
645
$1.4M 0.02%
12,820
-270
646
$1.4M 0.02%
29,942
+7,551
647
$1.4M 0.02%
11,520
+5,320
648
$1.39M 0.02%
22,831
-295
649
$1.39M 0.02%
144,573
-28,662
650
$1.38M 0.02%
38,107
+661
24 25
26
27 28