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
51
$21.9M 0.35%
66,847
+160
52
$21.7M 0.34%
452,936
+80,167
53
$21.4M 0.34%
96,190
+4,121
54
$21M 0.33%
452,427
+7,098
55
$20.8M 0.33%
193,010
+40,035
56
$20.7M 0.33%
407,841
+22,032
57
$20M 0.32%
340,146
+408
58
$19.8M 0.32%
330,774
+48,454
59
$19.8M 0.32%
83,675
+2,510
60
$19.7M 0.31%
267,065
-2,158
61
$19.6M 0.31%
192,676
+4,253
62
$18.7M 0.3%
214,198
-13,043
63
$18.7M 0.3%
68,603
-25,865
64
$18.6M 0.3%
84,537
-13,920
65
$18.5M 0.29%
128,370
-928
66
$18.5M 0.29%
907,983
-39,621
67
$18.3M 0.29%
338,319
+5,470
68
$18.2M 0.29%
294,423
-48,106
69
$18.1M 0.29%
169,867
+34,966
70
$17.9M 0.29%
380,424
-41,313
71
$17.8M 0.28%
199,155
-2,624
72
$17.8M 0.28%
291,020
-2,710
73
$17.7M 0.28%
81,141
+780
74
$17.6M 0.28%
44,935
-1,522
75
$17.5M 0.28%
125,195
+3,462
1 2
3
4 5