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
1001
$480K 0.01%
30,183
-70,537
1002
$479K 0.01%
2,847
+433
1003
$479K 0.01%
3,696
-2,089
1004
$478K 0.01%
5,585
-443
1005
$478K 0.01%
17,534
1006
$478K 0.01%
150,648
+9,198
1007
$477K 0.01%
2,456
-175
1008
$476K 0.01%
17,287
-79
1009
$476K 0.01%
7,770
+981
1010
$475K 0.01%
8,331
+445
1011
$473K 0.01%
19,991
-10,163
1012
$473K 0.01%
16,369
-13,470
1013
$471K 0.01%
21,760
-577
1014
$470K 0.01%
+9,059
1015
$469K 0.01%
26,497
+169
1016
$467K 0.01%
10,518
+116
1017
$467K 0.01%
13,085
-10,713
1018
$467K 0.01%
2,557
-561
1019
$466K 0.01%
10,127
+3,482
1020
$465K 0.01%
4,657
-247
1021
$465K 0.01%
4,952
-262
1022
$463K 0.01%
6,935
-1,055
1023
$463K 0.01%
5,670
+1,506
1024
$462K 0.01%
2,069
-156
1025
$461K 0.01%
747
-305
39 40
41
42 43