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
976
$506K 0.01%
30,178
-700
977
$505K 0.01%
20,946
-14,701
978
$505K 0.01%
2,990
+292
979
$504K 0.01%
10,832
-1,052
980
$500K 0.01%
4,443
-1,444
981
$498K 0.01%
872
+383
982
$498K 0.01%
5,962
+2,693
983
$498K 0.01%
25,242
+2
984
$497K 0.01%
44,785
+2,422
985
$497K 0.01%
12,786
+5,297
986
$496K 0.01%
30,261
-4,825
987
$495K 0.01%
3,933
-8,979
988
$495K 0.01%
1,435
+4
989
$494K 0.01%
+18,285
990
$494K 0.01%
26,176
+534
991
$493K 0.01%
+16,665
992
$490K 0.01%
+15,907
993
$489K 0.01%
3,478
-311
994
$488K 0.01%
11,009
-1,498
995
$487K 0.01%
8,704
+1,604
996
$486K 0.01%
2,813
+679
997
$485K 0.01%
1,572
+202
998
$485K 0.01%
9,273
+1,785
999
$484K 0.01%
43,436
-2,581
1000
$481K 0.01%
7,996
-1,890
38 39
40
41 42