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
1101
$395K 0.01%
12,057
+2,991
1102
$395K 0.01%
1,254
-41
1103
$394K 0.01%
+4,902
1104
$393K 0.01%
855
+402
1105
$393K 0.01%
3,385
-1,322
1106
$393K 0.01%
+1,703
1107
$391K 0.01%
3,692
+50
1108
$390K 0.01%
10,957
+524
1109
$388K 0.01%
4,679
+544
1110
$388K 0.01%
11,104
-5,505
1111
$386K 0.01%
24,008
+5,780
1112
$385K 0.01%
30,167
-1,695
1113
$384K 0.01%
8,168
-2,537
1114
$384K 0.01%
1,763
-2,838
1115
$384K 0.01%
8,281
-92
1116
$384K 0.01%
6,778
-3,258
1117
$384K 0.01%
13,314
-4,355
1118
$383K 0.01%
10,793
-1,479
1119
$381K 0.01%
11,088
+542
1120
$381K 0.01%
39,400
-4,500
1121
$380K 0.01%
8,613
+2,404
1122
$380K 0.01%
5,850
+273
1123
$379K 0.01%
5,936
-16,223
1124
$378K 0.01%
5,991
-1,308
1125
$377K 0.01%
2,530
-7,414
43 44
45
46 47