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
726
$870K 0.02%
+11,701
727
$866K 0.02%
55,100
-24,397
728
$857K 0.02%
368
-121
729
$857K 0.02%
27,265
+4,429
730
$856K 0.02%
+13,084
731
$855K 0.02%
6,530
-4,283
732
$852K 0.02%
37,768
-9,796
733
$852K 0.02%
26,662
-1,625
734
$851K 0.02%
14,113
-3,606
735
$850K 0.02%
18,833
-10,744
736
$849K 0.02%
3,705
+1,281
737
$848K 0.02%
11,694
-740
738
$847K 0.02%
9,624
-13,454
739
$846K 0.02%
21,433
+2,587
740
$842K 0.02%
9,638
-2,032
741
$841K 0.02%
15,323
+87
742
$840K 0.02%
5,037
-5,536
743
$838K 0.02%
11,695
-1,788
744
$837K 0.02%
10,291
+6,086
745
$837K 0.02%
35,323
-3,169
746
$835K 0.02%
71,139
-1,508
747
$835K 0.02%
24,690
-1,110
748
$832K 0.02%
15,648
-6,694
749
$827K 0.02%
16,089
+156
750
$827K 0.02%
7,915
-1,165
28 29
30
31 32