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
851
$824K 0.01%
10,900
+1,033
852
$824K 0.01%
28,185
+7,538
853
$824K 0.01%
17,099
+47
854
$824K 0.01%
16,527
+1,541
855
$822K 0.01%
30,765
+3,392
856
$821K 0.01%
11,650
+963
857
$820K 0.01%
61,623
-2,453
858
$820K 0.01%
13,458
+722
859
$816K 0.01%
3,531
+250
860
$809K 0.01%
14,883
+2,933
861
$808K 0.01%
7,217
+809
862
$808K 0.01%
26,785
+1,416
863
$807K 0.01%
5,327
-129
864
$806K 0.01%
6,510
+804
865
$806K 0.01%
40,691
+26,477
866
$801K 0.01%
7,252
-3,999
867
$800K 0.01%
30,099
-831
868
$800K 0.01%
24,011
+5,601
869
$799K 0.01%
20,935
+238
870
$798K 0.01%
+27,605
871
$797K 0.01%
17,954
+710
872
$797K 0.01%
5,609
+126
873
$796K 0.01%
7,123
-1,061
874
$795K 0.01%
2,224
+34
875
$793K 0.01%
19,455
-6,300
33 34
35
36 37