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
926
$703K 0.01%
9,823
-2,041
927
$703K 0.01%
13,262
+549
928
$701K 0.01%
106,916
+61,345
929
$701K 0.01%
33,478
-754
930
$698K 0.01%
23,357
+1,848
931
$698K 0.01%
4,443
+1,066
932
$698K 0.01%
3,500
-701
933
$698K 0.01%
4,766
-494
934
$696K 0.01%
10,387
+60
935
$695K 0.01%
15,255
+409
936
$694K 0.01%
11,266
+1
937
$694K 0.01%
12,216
938
$694K 0.01%
11,572
+7,749
939
$694K 0.01%
7,969
+58
940
$693K 0.01%
25,136
+406
941
$692K 0.01%
4,090
+11
942
$690K 0.01%
32,671
-4,254
943
$689K 0.01%
18,821
+5,317
944
$688K 0.01%
+105,100
945
$688K 0.01%
16,641
-111
946
$687K 0.01%
+19,692
947
$686K 0.01%
+7,377
948
$686K 0.01%
4,511
-408
949
$685K 0.01%
9,968
+1,495
950
$681K 0.01%
5,668
+186
36 37
38
39 40