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
901
$743K 0.01%
13,504
+521
902
$743K 0.01%
12,380
+2,100
903
$743K 0.01%
9,782
-21,168
904
$743K 0.01%
13,530
+6,192
905
$743K 0.01%
12,806
-2,683
906
$740K 0.01%
19,586
-100
907
$736K 0.01%
53,314
+110
908
$735K 0.01%
30,888
+2,393
909
$733K 0.01%
14,518
-50
910
$732K 0.01%
24,908
-2,104
911
$732K 0.01%
44,653
-677
912
$731K 0.01%
9,021
-851
913
$724K 0.01%
21,199
-65
914
$724K 0.01%
16,852
+2,137
915
$722K 0.01%
46,209
-4,321
916
$720K 0.01%
34,519
+7,756
917
$716K 0.01%
16,782
-1,319
918
$714K 0.01%
113,669
+32,747
919
$710K 0.01%
33,741
-5,827
920
$708K 0.01%
20,273
+525
921
$705K 0.01%
3,181
-188
922
$705K 0.01%
24,448
-6,697
923
$705K 0.01%
5,598
+1,920
924
$705K 0.01%
3,974
-2
925
$704K 0.01%
9,293
-790
35 36
37
38 39