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
651
$1.38M 0.02%
3,411
+76
652
$1.38M 0.02%
27,080
-95
653
$1.38M 0.02%
12,458
+287
654
$1.37M 0.02%
38,568
-320
655
$1.37M 0.02%
39,588
+5,880
656
$1.37M 0.02%
26,785
-8,520
657
$1.37M 0.02%
9,177
-459
658
$1.37M 0.02%
63,109
-2,502
659
$1.37M 0.02%
16,709
-836
660
$1.35M 0.02%
12,468
-2,871
661
$1.35M 0.02%
33,215
+4,900
662
$1.34M 0.02%
30,802
+2,307
663
$1.34M 0.02%
15,035
+2,215
664
$1.34M 0.02%
47,625
-60
665
$1.33M 0.02%
35,405
+27,836
666
$1.33M 0.02%
4,662
-502
667
$1.33M 0.02%
12,657
-386
668
$1.33M 0.02%
59,829
+726
669
$1.33M 0.02%
20,157
-836
670
$1.33M 0.02%
34,928
+893
671
$1.32M 0.02%
21,937
+7,326
672
$1.32M 0.02%
4,492
-79
673
$1.32M 0.02%
20,109
+3,884
674
$1.32M 0.02%
36,383
+3,484
675
$1.32M 0.02%
46,266
+196
25 26
27
28 29