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
901
$569K 0.01%
+2,279
902
$567K 0.01%
1,068
-15
903
$566K 0.01%
12,261
-94
904
$566K 0.01%
12,120
-552
905
$566K 0.01%
11,284
+1,958
906
$565K 0.01%
+18,060
907
$564K 0.01%
14,264
908
$563K 0.01%
4,622
-489
909
$563K 0.01%
+8,857
910
$561K 0.01%
42,596
-744
911
$561K 0.01%
15,872
-2,433
912
$560K 0.01%
37,630
-569
913
$560K 0.01%
+14,340
914
$559K 0.01%
2,359
+87
915
$557K 0.01%
7,920
-2,559
916
$557K 0.01%
16,373
-1,682
917
$557K 0.01%
2,806
-1,253
918
$555K 0.01%
2,066
+226
919
$554K 0.01%
8,596
-12,000
920
$553K 0.01%
25,588
+1,260
921
$552K 0.01%
8,988
-846
922
$551K 0.01%
3,664
-2,081
923
$549K 0.01%
2,685
-141
924
$549K 0.01%
2,490
-1,524
925
$548K 0.01%
6,670
-19,510
35 36
37
38 39