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
1076
$419K 0.01%
36,337
-3,681
1077
$417K 0.01%
15,128
+3,350
1078
$416K 0.01%
41,562
+4,060
1079
$415K 0.01%
4,090
-191
1080
$414K 0.01%
7,396
-2,630
1081
$414K 0.01%
3,300
-1,233
1082
$413K 0.01%
5,600
-221
1083
$413K 0.01%
11,040
+213
1084
$413K 0.01%
342
-134
1085
$412K 0.01%
+12,023
1086
$411K 0.01%
2,999
-2,765
1087
$410K 0.01%
48,150
-7,432
1088
$410K 0.01%
5,031
-995
1089
$409K 0.01%
5,658
+646
1090
$408K 0.01%
+13,017
1091
$407K 0.01%
7,958
-3,582
1092
$407K 0.01%
+13,207
1093
$404K 0.01%
2,230
-1,401
1094
$402K 0.01%
8,474
+1,641
1095
$402K 0.01%
4,223
-995
1096
$400K 0.01%
7,263
-2,973
1097
$399K 0.01%
6,320
+748
1098
$397K 0.01%
9,576
+2,343
1099
$396K 0.01%
6,939
-321
1100
$396K 0.01%
7,743
+194
42 43
44
45 46