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
$408M
AUM Growth
+$45.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.63M
3
+$1.32M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.27M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.19M

Top Sells

1
+$1.06M
2
+$766K
3
+$603K
4
IGE icon
iShares North American Natural Resources ETF
IGE
+$496K
5
NKE icon
Nike
NKE
+$480K

Sector Composition

1 Healthcare 5.14%
2 Technology 4.77%
3 Industrials 4.76%
4 Consumer Discretionary 4.6%
5 Communication Services 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.09M 0.51%
14,218
+1,080
52
$2.09M 0.51%
17,714
-1,528
53
$2.08M 0.51%
130,398
+46,748
54
$1.95M 0.48%
22,307
+453
55
$1.84M 0.45%
54,705
+5,090
56
$1.83M 0.45%
114,644
+592
57
$1.8M 0.44%
118,753
+4,207
58
$1.77M 0.43%
20,124
-683
59
$1.75M 0.43%
109,248
+396
60
$1.75M 0.43%
62,221
+8,746
61
$1.73M 0.43%
38,895
+4,672
62
$1.69M 0.41%
53,059
+14,001
63
$1.65M 0.4%
17,909
+2,242
64
$1.65M 0.4%
65,055
+12,390
65
$1.65M 0.4%
31,725
+8,469
66
$1.63M 0.4%
19,939
-9,365
67
$1.63M 0.4%
10,599
+1,484
68
$1.6M 0.39%
6,596
+502
69
$1.6M 0.39%
30,681
+4,175
70
$1.59M 0.39%
23,555
+4,685
71
$1.58M 0.39%
17,079
+1,385
72
$1.57M 0.39%
10,250
+929
73
$1.57M 0.38%
19,642
+2,260
74
$1.56M 0.38%
4,918
+1,014
75
$1.56M 0.38%
30,102
+7,214
1 2
3
4 5