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
876
$598K 0.01%
20,647
-30,230
877
$597K 0.01%
13,713
+2,053
878
$597K 0.01%
2,589
+133
879
$597K 0.01%
10,651
-1,520
880
$596K 0.01%
25,013
-1,675
881
$594K 0.01%
17,751
+1,007
882
$593K 0.01%
+10,620
883
$593K 0.01%
8,599
+632
884
$592K 0.01%
8,548
+2,253
885
$592K 0.01%
2,103
-1,462
886
$588K 0.01%
7,832
-36,839
887
$588K 0.01%
28,481
-19,232
888
$588K 0.01%
+22,746
889
$586K 0.01%
7,544
-594
890
$586K 0.01%
41,739
-1,441
891
$583K 0.01%
2,796
-1,256
892
$583K 0.01%
38,712
-1,197
893
$582K 0.01%
3,745
-1,941
894
$581K 0.01%
1,073
-1,818
895
$581K 0.01%
19,545
-12,114
896
$581K 0.01%
10,890
+111
897
$574K 0.01%
4,489
+2,121
898
$573K 0.01%
3,992
-300
899
$571K 0.01%
5,830
+502
900
$571K 0.01%
6,774
-717
34 35
36
37 38