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
826
$680K 0.01%
6,490
+1,036
827
$679K 0.01%
8,898
-3,605
828
$678K 0.01%
16,736
+7,871
829
$676K 0.01%
2,609
-361
830
$675K 0.01%
15,305
+2,242
831
$674K 0.01%
15,123
+1,239
832
$674K 0.01%
6,478
-282
833
$672K 0.01%
11,985
-28,984
834
$670K 0.01%
4,046
-1,395
835
$667K 0.01%
4,219
-387
836
$667K 0.01%
10,738
+322
837
$667K 0.01%
67,507
+1,243
838
$656K 0.01%
10,410
-4,364
839
$656K 0.01%
17,823
+1,457
840
$655K 0.01%
7,738
+1,221
841
$655K 0.01%
5,926
-461
842
$655K 0.01%
13,251
-4,553
843
$649K 0.01%
+12,192
844
$649K 0.01%
21,877
-11,925
845
$648K 0.01%
2,335
+270
846
$648K 0.01%
38,690
-14,887
847
$648K 0.01%
3,995
-273
848
$644K 0.01%
2,285
-1,439
849
$643K 0.01%
23,427
+1,364
850
$639K 0.01%
+11,660
32 33
34
35 36