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
776
$765K 0.02%
+36,237
777
$762K 0.02%
7,042
+41
778
$760K 0.02%
21,542
-135
779
$756K 0.01%
26,600
+800
780
$756K 0.01%
23,560
+644
781
$751K 0.01%
16,983
-10,761
782
$750K 0.01%
38,126
+1,309
783
$749K 0.01%
11,231
-1,085
784
$749K 0.01%
4,981
+3
785
$747K 0.01%
27,382
-5,640
786
$745K 0.01%
1,523
-3,081
787
$744K 0.01%
14,286
-1,769
788
$743K 0.01%
21,573
+4,495
789
$742K 0.01%
11,033
+6,380
790
$742K 0.01%
9,189
-664
791
$740K 0.01%
19,537
+5,947
792
$738K 0.01%
3,110
-593
793
$736K 0.01%
14,583
+1,033
794
$729K 0.01%
+7,910
795
$729K 0.01%
3,871
+163
796
$724K 0.01%
8,439
-425
797
$723K 0.01%
10,546
-2,652
798
$723K 0.01%
7,861
-673
799
$723K 0.01%
5,043
+1,920
800
$723K 0.01%
35,438
+196
30 31
32
33 34