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
776
$979K 0.02%
25,166
+4,035
777
$975K 0.02%
11,831
-236
778
$971K 0.02%
+22,788
779
$971K 0.02%
9,196
+846
780
$971K 0.02%
17,239
-272
781
$967K 0.02%
8,400
-12,090
782
$965K 0.02%
3,976
-593
783
$965K 0.02%
36,786
+9,818
784
$964K 0.02%
11,584
-2,303
785
$963K 0.02%
5,782
+162
786
$962K 0.02%
17,069
+263
787
$962K 0.02%
8,378
-1,200
788
$957K 0.02%
5,764
-798
789
$948K 0.02%
8,713
+1,850
790
$946K 0.02%
7,731
-275
791
$942K 0.02%
42,414
792
$939K 0.01%
44,079
+9,270
793
$935K 0.01%
17,927
+893
794
$931K 0.01%
9,279
+5,590
795
$927K 0.01%
13,242
+354
796
$922K 0.01%
25,702
-30,718
797
$918K 0.01%
13,104
-65
798
$917K 0.01%
16,892
+2,212
799
$917K 0.01%
2,774
+103
800
$916K 0.01%
42,640
-3,792
30 31
32
33 34