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
951
$526K 0.01%
7,016
952
$525K 0.01%
3,695
+1,320
953
$523K 0.01%
3,747
+732
954
$523K 0.01%
14,000
-6,500
955
$522K 0.01%
13,518
-5,111
956
$522K 0.01%
10,427
+1,615
957
$520K 0.01%
3,139
-1,054
958
$520K 0.01%
+15,684
959
$520K 0.01%
2,941
+1,083
960
$519K 0.01%
1,792
+63
961
$519K 0.01%
+22,844
962
$519K 0.01%
11,974
-124
963
$518K 0.01%
+11,629
964
$517K 0.01%
2,801
+310
965
$517K 0.01%
21,260
+9,829
966
$516K 0.01%
4,796
-3,481
967
$514K 0.01%
10,127
-1,107
968
$514K 0.01%
3,853
-5,826
969
$513K 0.01%
5,367
-87
970
$511K 0.01%
12,081
-176
971
$511K 0.01%
8,168
-96
972
$510K 0.01%
14,308
+5,768
973
$508K 0.01%
4,930
-604
974
$508K 0.01%
8,316
-858
975
$506K 0.01%
8,519
-23
37 38
39
40 41