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
726
$1.15M 0.02%
36,165
-10,000
727
$1.14M 0.02%
92,140
-7,723
728
$1.14M 0.02%
16,844
-1,879
729
$1.14M 0.02%
22,178
+773
730
$1.14M 0.02%
6,594
-31
731
$1.14M 0.02%
44,094
-1,216
732
$1.14M 0.02%
20,438
-4,034
733
$1.13M 0.02%
46,350
-750
734
$1.11M 0.02%
3,937
-434
735
$1.11M 0.02%
15,250
+96
736
$1.11M 0.02%
29,149
-4,023
737
$1.11M 0.02%
+54,529
738
$1.11M 0.02%
16,077
-600
739
$1.1M 0.02%
9,102
-117
740
$1.1M 0.02%
16,087
+3,072
741
$1.09M 0.02%
10,897
-633
742
$1.09M 0.02%
27,934
+5,060
743
$1.09M 0.02%
+1,499,641
744
$1.08M 0.02%
9,900
+6,163
745
$1.07M 0.02%
59,611
-4,929
746
$1.07M 0.02%
4,194
+1,281
747
$1.07M 0.02%
19,764
+6,174
748
$1.06M 0.02%
+64,016
749
$1.06M 0.02%
28,975
-3,626
750
$1.05M 0.02%
12,168
+750
28 29
30
31 32