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
$408M
AUM Growth
+$45.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.63M
3
+$1.32M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.27M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.19M

Top Sells

1
+$1.06M
2
+$766K
3
+$603K
4
IGE icon
iShares North American Natural Resources ETF
IGE
+$496K
5
NKE icon
Nike
NKE
+$480K

Sector Composition

1 Healthcare 5.14%
2 Technology 4.77%
3 Industrials 4.76%
4 Consumer Discretionary 4.6%
5 Communication Services 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.55M 0.38%
27,861
+1,259
77
$1.54M 0.38%
137,544
+12,063
78
$1.53M 0.37%
6
79
$1.53M 0.37%
37,427
+1,995
80
$1.5M 0.37%
14,504
+289
81
$1.43M 0.35%
12,146
-248
82
$1.42M 0.35%
29,112
+107
83
$1.37M 0.34%
98,308
-2,870
84
$1.33M 0.33%
15,568
-611
85
$1.29M 0.32%
21,200
-708
86
$1.27M 0.31%
52,109
+11,439
87
$1.25M 0.31%
50,389
+5,605
88
$1.25M 0.31%
38,189
+1,625
89
$1.21M 0.3%
10,788
+231
90
$1.2M 0.29%
45,858
-6,946
91
$1.19M 0.29%
7,032
+288
92
$1.19M 0.29%
26,080
+2,760
93
$1.19M 0.29%
24,235
+1,714
94
$1.18M 0.29%
29,520
+4,102
95
$1.18M 0.29%
14,967
+888
96
$1.15M 0.28%
73,629
+14,010
97
$1.15M 0.28%
29,690
+278
98
$1.14M 0.28%
51,322
-526
99
$1.14M 0.28%
19,661
+8,668
100
$1.14M 0.28%
19,441
+1,805
2 3
4
5 6