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
826
$872K 0.01%
5,312
-328
827
$870K 0.01%
19,482
-1,316
828
$870K 0.01%
29,527
-2,032
829
$867K 0.01%
3,861
+461
830
$867K 0.01%
16,517
-2,075
831
$866K 0.01%
14,223
-10,587
832
$865K 0.01%
145,217
+52,555
833
$862K 0.01%
2,109
+499
834
$860K 0.01%
+14,740
835
$856K 0.01%
28,854
-2,993
836
$855K 0.01%
44,654
+6,250
837
$853K 0.01%
22,430
-202
838
$852K 0.01%
64,011
839
$851K 0.01%
29,767
+8,239
840
$847K 0.01%
5,856
+199
841
$846K 0.01%
8,399
-5,017
842
$845K 0.01%
30,171
+732
843
$844K 0.01%
20,745
+405
844
$842K 0.01%
8,651
+5,879
845
$842K 0.01%
15,381
-5,927
846
$839K 0.01%
30,592
-775
847
$837K 0.01%
25,646
+17,818
848
$835K 0.01%
80,337
-3,336
849
$831K 0.01%
46,048
+3,301
850
$825K 0.01%
19,595
-4,593
32 33
34
35 36