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
876
$787K 0.01%
30,830
+15,856
877
$786K 0.01%
1,054
-103
878
$784K 0.01%
8,601
-4,078
879
$783K 0.01%
48,855
-5,629
880
$782K 0.01%
4,509
+668
881
$782K 0.01%
1,173
+801
882
$782K 0.01%
12,146
+2,403
883
$781K 0.01%
12,579
-2,258
884
$777K 0.01%
10,927
+2,000
885
$775K 0.01%
66,911
+1,004
886
$775K 0.01%
10,100
+314
887
$774K 0.01%
25,355
+16,105
888
$772K 0.01%
5,065
-14,918
889
$770K 0.01%
11,839
-9,532
890
$766K 0.01%
23,967
-2,140
891
$762K 0.01%
15,680
+1,725
892
$761K 0.01%
49,188
+578
893
$760K 0.01%
84,400
894
$755K 0.01%
4,370
-76
895
$754K 0.01%
8,360
-51,246
896
$750K 0.01%
12,625
+447
897
$747K 0.01%
6,305
-115
898
$746K 0.01%
27,253
-20,487
899
$745K 0.01%
9,190
+1,699
900
$744K 0.01%
21,984
-11,208
34 35
36
37 38