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
1001
$631K 0.01%
21,900
-1,010
1002
$630K 0.01%
+18,047
1003
$630K 0.01%
1,595
-70
1004
$629K 0.01%
3,703
-149
1005
$627K 0.01%
7,113
-1,389
1006
$626K 0.01%
524
+17
1007
$625K 0.01%
2,288
+589
1008
$625K 0.01%
24,614
+1,029
1009
$624K 0.01%
15,103
-2,354
1010
$624K 0.01%
3,369
+158
1011
$624K 0.01%
18,745
+6,246
1012
$624K 0.01%
7,082
+683
1013
$622K 0.01%
3,217
+153
1014
$622K 0.01%
6,976
+69
1015
$621K 0.01%
2,673
-119
1016
$621K 0.01%
21,364
+11,596
1017
$621K 0.01%
21,997
+41
1018
$619K 0.01%
26,667
+129
1019
$619K 0.01%
93,012
+8,727
1020
$619K 0.01%
16,328
-42
1021
$618K 0.01%
3,108
+18
1022
$614K 0.01%
39,172
+756
1023
$611K 0.01%
3,977
-406
1024
$610K 0.01%
1,558
+164
1025
$609K 0.01%
9,984
+1,272
39 40
41
42 43