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
1051
$440K 0.01%
4,425
-147
1052
$439K 0.01%
8,153
+91
1053
$437K 0.01%
+11,821
1054
$437K 0.01%
7,117
+3,041
1055
$436K 0.01%
28,902
+1,370
1056
$436K 0.01%
13,731
-643
1057
$435K 0.01%
+5,159
1058
$435K 0.01%
6,223
-4,997
1059
$434K 0.01%
8,853
-145
1060
$433K 0.01%
17,055
+375
1061
$432K 0.01%
5,668
-302
1062
$432K 0.01%
11,120
+4,130
1063
$432K 0.01%
47,725
-1,400
1064
$431K 0.01%
5,550
-64
1065
$431K 0.01%
4,549
-173
1066
$430K 0.01%
+9,809
1067
$430K 0.01%
11,873
-13,296
1068
$429K 0.01%
12,355
+733
1069
$428K 0.01%
+10,678
1070
$428K 0.01%
17,367
-68
1071
$424K 0.01%
30,757
+1,956
1072
$424K 0.01%
8,439
+785
1073
$421K 0.01%
2,238
+902
1074
$419K 0.01%
13,181
-1,220
1075
$419K 0.01%
15,742
-16,542
41 42
43
44 45