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
1026
$609K 0.01%
9,212
+3,496
1027
$608K 0.01%
9,658
+1,064
1028
$607K 0.01%
12,636
+1,693
1029
$606K 0.01%
13,546
-374
1030
$605K 0.01%
20,698
+3,257
1031
$603K 0.01%
11,623
+778
1032
$602K 0.01%
+2,406
1033
$600K 0.01%
10,808
+230
1034
$599K 0.01%
9,848
-608
1035
$598K 0.01%
4,482
-1,478
1036
$597K 0.01%
+7,613
1037
$596K 0.01%
26,778
+10,365
1038
$595K 0.01%
15,423
+9,672
1039
$593K 0.01%
11,289
-174
1040
$593K 0.01%
1,821
+740
1041
$591K 0.01%
6,844
-889
1042
$590K 0.01%
2,239
-443
1043
$589K 0.01%
+12,943
1044
$588K 0.01%
12,666
-1,250
1045
$587K 0.01%
10,956
+645
1046
$586K 0.01%
+55,350
1047
$585K 0.01%
11,621
-812
1048
$584K 0.01%
18,045
+1,200
1049
$583K 0.01%
11,744
+52
1050
$581K 0.01%
15,884
+2,126
40 41
42
43 44