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
676
$1.31M 0.02%
7,732
+29
677
$1.31M 0.02%
61,398
-2,702
678
$1.31M 0.02%
16,542
-384
679
$1.31M 0.02%
19,634
+1,032
680
$1.3M 0.02%
36,120
+12,057
681
$1.3M 0.02%
8,953
+1,259
682
$1.3M 0.02%
19,641
+930
683
$1.3M 0.02%
+62,483
684
$1.3M 0.02%
35,554
-6,098
685
$1.29M 0.02%
2,073
-28
686
$1.29M 0.02%
17,710
+1,724
687
$1.28M 0.02%
6,358
+3,596
688
$1.28M 0.02%
18,067
+3,301
689
$1.28M 0.02%
47,140
+9,246
690
$1.28M 0.02%
8,618
-41
691
$1.28M 0.02%
49,112
-15,812
692
$1.26M 0.02%
3,206
-3
693
$1.26M 0.02%
4,418
-446
694
$1.25M 0.02%
909
+13
695
$1.25M 0.02%
26,014
+2,988
696
$1.25M 0.02%
14,847
+2,489
697
$1.24M 0.02%
+28,447
698
$1.24M 0.02%
523
-58
699
$1.24M 0.02%
+2,598
700
$1.24M 0.02%
13,759
+2,851
26 27
28
29 30