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
701
$1.23M 0.02%
41,212
702
$1.23M 0.02%
24,111
+428
703
$1.23M 0.02%
50,392
+42,168
704
$1.23M 0.02%
55,050
+30,577
705
$1.23M 0.02%
35,622
-9,109
706
$1.23M 0.02%
9,987
-390
707
$1.22M 0.02%
14,949
-131
708
$1.22M 0.02%
21,669
+1,308
709
$1.22M 0.02%
33,411
+6,345
710
$1.22M 0.02%
16,372
+623
711
$1.21M 0.02%
6,643
+2,502
712
$1.21M 0.02%
2,344
-367
713
$1.19M 0.02%
22,306
-816
714
$1.19M 0.02%
59,936
-23,724
715
$1.18M 0.02%
79,548
-2,998
716
$1.18M 0.02%
32,450
+1,500
717
$1.18M 0.02%
2,852
-21
718
$1.17M 0.02%
15,873
-11,169
719
$1.17M 0.02%
14,198
+1
720
$1.17M 0.02%
5,983
-3,815
721
$1.17M 0.02%
20,973
+175
722
$1.16M 0.02%
32,058
+4,568
723
$1.16M 0.02%
35,612
+2,426
724
$1.16M 0.02%
37,613
+6,166
725
$1.16M 0.02%
12,896
-120
27 28
29
30 31