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
751
$1.05M 0.02%
8,889
-10
752
$1.05M 0.02%
41,741
+3,186
753
$1.04M 0.02%
6,920
+19
754
$1.04M 0.02%
26,761
+3,296
755
$1.04M 0.02%
22,637
+1,806
756
$1.04M 0.02%
18,598
+26
757
$1.04M 0.02%
34,961
+20,696
758
$1.03M 0.02%
26,408
+7,459
759
$1.03M 0.02%
27,155
-2,092
760
$1.03M 0.02%
3,419
+565
761
$1.03M 0.02%
20,556
+5,012
762
$1.03M 0.02%
10,767
-628
763
$1.03M 0.02%
12,828
+290
764
$1.03M 0.02%
16,238
+26
765
$1.03M 0.02%
6,900
-43
766
$1.01M 0.02%
40,415
+9,011
767
$1.01M 0.02%
12,420
-1,346
768
$1.01M 0.02%
10,635
+7,309
769
$1M 0.02%
5,353
-265
770
$997K 0.02%
24,610
-1,145
771
$992K 0.02%
13,687
+393
772
$987K 0.02%
15,757
-1,249
773
$987K 0.02%
17,363
-180
774
$982K 0.02%
22,177
+2,135
775
$980K 0.02%
1,473
+193
29 30
31
32 33