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
76
$17.2M 0.27%
459,053
+97,191
77
$17.2M 0.27%
314,385
-27,280
78
$16.5M 0.26%
329,865
+18,284
79
$16.5M 0.26%
152,660
-376
80
$16.4M 0.26%
160,786
+9,427
81
$16.3M 0.26%
80,280
+6,162
82
$16.3M 0.26%
69,277
-12,844
83
$15.9M 0.25%
374,654
+4,363
84
$15.7M 0.25%
213,727
-81,679
85
$15.4M 0.24%
44,293
+2,804
86
$15.3M 0.24%
287,306
+39,393
87
$14.9M 0.24%
135,210
+19,678
88
$14.7M 0.23%
133,331
-6,647
89
$14.7M 0.23%
36,651
+1,516
90
$14.6M 0.23%
142,275
+16,721
91
$14.6M 0.23%
255,851
+1,726
92
$14.4M 0.23%
98,865
+2,333
93
$14.4M 0.23%
540,278
-473
94
$14.3M 0.23%
138,394
+2,073
95
$14.2M 0.23%
62,259
-3,634
96
$14.1M 0.22%
935,026
+46,906
97
$14M 0.22%
163,969
+17,244
98
$13.8M 0.22%
184,318
+3,638
99
$13.7M 0.22%
242,387
+41,051
100
$13.7M 0.22%
28,503
-350
2 3
4
5 6