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
1051
$580K 0.01%
9,777
+604
1052
$580K 0.01%
3,680
-876
1053
$579K 0.01%
33,862
+5,269
1054
$579K 0.01%
4,883
+470
1055
$579K 0.01%
13,017
+555
1056
$578K 0.01%
30,856
+3,584
1057
$578K 0.01%
22,274
-2,864
1058
$577K 0.01%
7,008
-1,233
1059
$576K 0.01%
15,315
-9
1060
$575K 0.01%
3,647
+1,072
1061
$575K 0.01%
5,071
-199
1062
$572K 0.01%
8,075
-44
1063
$572K 0.01%
17,705
+3,240
1064
$570K 0.01%
783
-26
1065
$570K 0.01%
4,008
-732
1066
$569K 0.01%
10,311
-702
1067
$569K 0.01%
10,435
+75
1068
$568K 0.01%
14,380
+1,131
1069
$566K 0.01%
+17,097
1070
$565K 0.01%
10,663
-2
1071
$562K 0.01%
8,885
+1
1072
$561K 0.01%
830
+161
1073
$561K 0.01%
23,251
-39,438
1074
$561K 0.01%
4,455
+48
1075
$559K 0.01%
16,953
+1,020
41 42
43
44 45