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
1076
$559K 0.01%
23,736
-5,595
1077
$558K 0.01%
13,180
+387
1078
$556K 0.01%
+4,602
1079
$555K 0.01%
4,484
-531
1080
$555K 0.01%
26,076
+832
1081
$555K 0.01%
2,801
+279
1082
$553K 0.01%
+11,351
1083
$553K 0.01%
+2,808
1084
$552K 0.01%
2,706
-2,474
1085
$552K 0.01%
5,704
-317
1086
$550K 0.01%
4,819
-492
1087
$550K 0.01%
13,377
-209
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$549K 0.01%
8,754
-333
1089
$549K 0.01%
37,225
-436
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$548K 0.01%
38,842
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1091
$547K 0.01%
3,826
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1092
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12,652
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36,945
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$544K 0.01%
5,699
+31
1095
$544K 0.01%
6,019
-369
1096
$543K 0.01%
17,618
-1,301
1097
$542K 0.01%
3,616
+368
1098
$542K 0.01%
19,761
+365
1099
$541K 0.01%
42,178
-818
1100
$541K 0.01%
37,248
-528
42 43
44
45 46