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
976
$664K 0.01%
7,075
+392
977
$662K 0.01%
18,607
+6,200
978
$660K 0.01%
22,025
-95
979
$659K 0.01%
13,862
-1,754
980
$658K 0.01%
2,581
-520
981
$655K 0.01%
22,144
+20
982
$654K 0.01%
8,649
+335
983
$653K 0.01%
1,145
-195
984
$652K 0.01%
37,990
+125
985
$647K 0.01%
21,505
+11,869
986
$645K 0.01%
13,217
-3,323
987
$644K 0.01%
15,098
988
$644K 0.01%
7,404
-4,498
989
$643K 0.01%
12,193
-34
990
$643K 0.01%
23,394
+1,215
991
$642K 0.01%
5,387
-1,744
992
$641K 0.01%
12,555
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993
$639K 0.01%
22,837
+10,539
994
$638K 0.01%
36,900
-4,300
995
$637K 0.01%
6,512
-1,173
996
$637K 0.01%
17,822
-1,591
997
$636K 0.01%
14,376
+316
998
$636K 0.01%
12,228
+2,073
999
$634K 0.01%
9,466
+237
1000
$634K 0.01%
2,342
-169
38 39
40
41 42