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
801
$913K 0.01%
3,599
+1,984
802
$912K 0.01%
27,749
-9,883
803
$911K 0.01%
2,857
+740
804
$910K 0.01%
25,157
+453
805
$907K 0.01%
20,907
+1,403
806
$907K 0.01%
19,423
+20
807
$905K 0.01%
38,214
-12,498
808
$903K 0.01%
10,099
-27
809
$900K 0.01%
2,262
-58
810
$900K 0.01%
21,946
-2,955
811
$900K 0.01%
40,646
-14,259
812
$894K 0.01%
41,346
+2,368
813
$894K 0.01%
91,176
+11,496
814
$889K 0.01%
+7,463
815
$889K 0.01%
25,664
+13,021
816
$886K 0.01%
26,145
+4,638
817
$886K 0.01%
12,325
-324
818
$885K 0.01%
13,993
+151
819
$884K 0.01%
26,858
-2,275
820
$883K 0.01%
26,705
-6,950
821
$881K 0.01%
16,848
+4,985
822
$879K 0.01%
2,931
-917
823
$876K 0.01%
46,348
-4,114
824
$873K 0.01%
55,591
-9,436
825
$873K 0.01%
108,589
-9,988
31 32
33
34 35