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
1126
$377K 0.01%
8,106
+1
1127
$377K 0.01%
7,472
+2,876
1128
$377K 0.01%
7,263
+1,569
1129
$377K 0.01%
23,341
1130
$377K 0.01%
14,317
+782
1131
$376K 0.01%
25,508
-2,601
1132
$375K 0.01%
3,267
-2,449
1133
$375K 0.01%
7,181
-212
1134
$374K 0.01%
7,748
+1,098
1135
$374K 0.01%
5,100
1136
$373K 0.01%
4,425
-789
1137
$373K 0.01%
11,814
-49,210
1138
$373K 0.01%
+2,055
1139
$373K 0.01%
11,143
+944
1140
$372K 0.01%
22,216
-1,418
1141
$372K 0.01%
7,472
-4,536
1142
$371K 0.01%
3,435
-713
1143
$370K 0.01%
+8,524
1144
$370K 0.01%
16,991
+160
1145
$370K 0.01%
25,070
-900
1146
$369K 0.01%
+22,938
1147
$369K 0.01%
153,000
-12,823
1148
$369K 0.01%
8,039
-354
1149
$366K 0.01%
11,094
+800
1150
$366K 0.01%
5,260
-415
44 45
46
47 48