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
751
$824K 0.02%
2,832
-997
752
$822K 0.02%
15,580
-918
753
$821K 0.02%
14,271
+2,692
754
$820K 0.02%
19,734
+1,009
755
$818K 0.02%
25,627
+4,489
756
$817K 0.02%
5,385
+1,017
757
$816K 0.02%
29,607
-4,447
758
$816K 0.02%
8,055
-670
759
$815K 0.02%
9,135
-126
760
$813K 0.02%
5,630
+854
761
$810K 0.02%
18,521
-33,954
762
$808K 0.02%
1,662
-363
763
$807K 0.02%
6,512
-827
764
$799K 0.02%
22,213
-12,649
765
$797K 0.02%
11,347
-1,904
766
$791K 0.02%
5,175
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767
$790K 0.02%
28,065
-2,700
768
$789K 0.02%
31,446
-8,724
769
$783K 0.02%
22,115
+5
770
$782K 0.02%
66,288
+3,553
771
$778K 0.02%
28,636
-276
772
$777K 0.02%
79,948
+11,027
773
$771K 0.02%
35,942
-3,182
774
$769K 0.02%
5,917
-6,110
775
$766K 0.02%
21,161
-29,521
29 30
31
32 33