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
$5.08B
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,737
New
Increased
Reduced
Closed

Top Buys

1
+$66M
2
+$31.1M
3
+$23.3M
4
ABT icon
Abbott
ABT
+$23.2M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$19.6M

Top Sells

1
+$45.9M
2
+$35.3M
3
+$20.4M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$19.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$15.8M

Sector Composition

1 Technology 10.64%
2 Healthcare 5.26%
3 Financials 4.91%
4 Consumer Discretionary 4.57%
5 Communication Services 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$19.8M 0.39%
149,045
-11,863
52
$19.7M 0.39%
77,445
+4,466
53
$18.6M 0.37%
1,390,680
-17,240
54
$18.3M 0.36%
314,329
-27,323
55
$18.2M 0.36%
401,772
+2,508
56
$17.8M 0.35%
200,845
+5,264
57
$17.4M 0.34%
150,238
-13,455
58
$17.4M 0.34%
57,080
-5,713
59
$17.3M 0.34%
78,348
+3,211
60
$17.2M 0.34%
308,740
+19,283
61
$17.2M 0.34%
197,673
-81,311
62
$16.8M 0.33%
81,218
+3,779
63
$16.5M 0.32%
169,193
+19,885
64
$15.9M 0.31%
140,751
-75,474
65
$15.7M 0.31%
295,143
+110,665
66
$15.4M 0.3%
71,747
-2,186
67
$15.3M 0.3%
72,344
-9,015
68
$15.1M 0.3%
289,392
+1,681
69
$14.9M 0.29%
233,321
-19,021
70
$14.9M 0.29%
109,991
-6,085
71
$14.8M 0.29%
284,250
-11,080
72
$14.6M 0.29%
39,108
-4,162
73
$14.4M 0.28%
97,683
+12,978
74
$14.2M 0.28%
106,872
-6,953
75
$14.1M 0.28%
364,977
+15,460
1 2
3
4 5