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
851
$634K 0.01%
13,914
-310
852
$634K 0.01%
41,860
-1,264
853
$632K 0.01%
14,213
-1,379
854
$632K 0.01%
12,313
+5,266
855
$632K 0.01%
8,983
+3,685
856
$629K 0.01%
1,922
-2,052
857
$629K 0.01%
10,585
+699
858
$629K 0.01%
16,795
-700
859
$627K 0.01%
29,878
+501
860
$625K 0.01%
4,912
-674
861
$622K 0.01%
16,102
-5,043
862
$622K 0.01%
8,166
-835
863
$621K 0.01%
2,345
-300
864
$621K 0.01%
4,609
+19
865
$619K 0.01%
16,733
-23,386
866
$619K 0.01%
40,048
+3,200
867
$618K 0.01%
4,786
-1,117
868
$617K 0.01%
16,851
-400
869
$615K 0.01%
40,926
+6,213
870
$615K 0.01%
8,978
+1,428
871
$609K 0.01%
3,472
-22
872
$609K 0.01%
3,974
-2,148
873
$607K 0.01%
9,984
-3,666
874
$603K 0.01%
90,413
-3,711
875
$602K 0.01%
6,428
-2,226
33 34
35
36 37