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
1026
$461K 0.01%
10,681
-2,736
1027
$461K 0.01%
7,400
-776
1028
$460K 0.01%
8,823
+546
1029
$459K 0.01%
68,150
+5,342
1030
$456K 0.01%
+22,362
1031
$454K 0.01%
8,478
+1,592
1032
$454K 0.01%
82,062
+235
1033
$452K 0.01%
3,441
-202
1034
$452K 0.01%
3,252
-767
1035
$451K 0.01%
14,777
+1,040
1036
$451K 0.01%
41,926
-4,474
1037
$450K 0.01%
16,126
+610
1038
$449K 0.01%
21,389
+1,316
1039
$448K 0.01%
144,927
-15,213
1040
$448K 0.01%
6,224
-42
1041
$447K 0.01%
1,316
-1,024
1042
$446K 0.01%
15,310
+769
1043
$446K 0.01%
11,896
+243
1044
$445K 0.01%
3,501
-1,009
1045
$445K 0.01%
1,913
+126
1046
$444K 0.01%
1,800
1047
$444K 0.01%
2,430
+42
1048
$442K 0.01%
1,555
+195
1049
$441K 0.01%
14,195
+2,064
1050
$440K 0.01%
4,581
-2,434
40 41
42
43 44