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
1101
$537K 0.01%
5,140
+139
1102
$536K 0.01%
7,974
+2,244
1103
$536K 0.01%
31,829
+2,965
1104
$534K 0.01%
11,614
-679
1105
$534K 0.01%
22,997
+4,467
1106
$533K 0.01%
6,923
+2,584
1107
$533K 0.01%
18,062
+7,088
1108
$530K 0.01%
4,494
-887
1109
$530K 0.01%
16,911
+1,509
1110
$529K 0.01%
6,176
-160
1111
$528K 0.01%
19,380
1112
$528K 0.01%
+18,359
1113
$527K 0.01%
4,694
+199
1114
$526K 0.01%
21,042
+4,545
1115
$525K 0.01%
18,260
-706
1116
$525K 0.01%
9,780
1117
$524K 0.01%
14,264
1118
$523K 0.01%
3,502
+1,080
1119
$522K 0.01%
4,714
+262
1120
$521K 0.01%
8,246
+1,723
1121
$519K 0.01%
1,956
+57
1122
$518K 0.01%
+4,374
1123
$517K 0.01%
10,267
-26
1124
$517K 0.01%
8,849
-941
1125
$515K 0.01%
5,579
-408
43 44
45
46 47