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
951
$680K 0.01%
61,515
+48,100
952
$680K 0.01%
6,039
+3,180
953
$680K 0.01%
22,156
-34,843
954
$680K 0.01%
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955
$679K 0.01%
24,347
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956
$678K 0.01%
16,218
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957
$678K 0.01%
153,522
-4,316
958
$677K 0.01%
23,859
-217
959
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11,035
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960
$675K 0.01%
31,601
-3,017
961
$674K 0.01%
15,140
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962
$673K 0.01%
60,878
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963
$672K 0.01%
62,995
+653
964
$671K 0.01%
3,240
-72
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18,366
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7,612
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15,359
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969
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970
$668K 0.01%
39,312
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971
$668K 0.01%
10,097
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972
$668K 0.01%
4,831
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973
$666K 0.01%
9,202
+19
974
$665K 0.01%
9,809
+1,126
975
$664K 0.01%
1,949
-8
37 38
39
40 41