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
76
$14M 0.28%
275,277
+85,393
77
$13.9M 0.27%
62,974
+516
78
$13.8M 0.27%
127,242
-13,713
79
$13.5M 0.27%
123,966
-16,452
80
$13.5M 0.27%
133,389
+795
81
$13.5M 0.26%
70,768
+617
82
$13.1M 0.26%
132,785
-11,648
83
$13M 0.26%
238,649
-26,904
84
$13M 0.26%
96,200
+3,544
85
$13M 0.26%
108,602
+3,960
86
$13M 0.26%
175,607
-7,562
87
$12.5M 0.25%
408,998
+244,054
88
$12.4M 0.24%
136,654
-132,776
89
$12.4M 0.24%
826,151
+413,612
90
$12.3M 0.24%
34,606
-6,387
91
$12.2M 0.24%
116,043
-18,849
92
$12.1M 0.24%
139,929
-8,544
93
$12M 0.24%
232,974
-24,165
94
$11.8M 0.23%
160,881
-13,028
95
$11.7M 0.23%
581,145
+14,767
96
$11.5M 0.23%
72,179
+1,828
97
$11.5M 0.23%
58,120
-9,902
98
$11.5M 0.23%
124,917
-13,847
99
$11.1M 0.22%
50,809
-8,284
100
$10.9M 0.21%
334,648
+9,676
2 3
4
5 6