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
1126
$512K 0.01%
9,068
+370
1127
$512K 0.01%
1,056
+246
1128
$512K 0.01%
7,896
+490
1129
$511K 0.01%
+13,721
1130
$511K 0.01%
16,702
+6,438
1131
$511K 0.01%
5,233
-1,091
1132
$511K 0.01%
+1,767
1133
$508K 0.01%
7,386
-34
1134
$507K 0.01%
+13,424
1135
$506K 0.01%
1,061
+109
1136
$505K 0.01%
+44,000
1137
$505K 0.01%
30,819
-8,718
1138
$504K 0.01%
4,694
-728
1139
$503K 0.01%
6,956
+959
1140
$503K 0.01%
76,653
+21,992
1141
$503K 0.01%
22,765
-1,425
1142
$502K 0.01%
15,967
+5,241
1143
$502K 0.01%
4,124
-1,612
1144
$502K 0.01%
2,106
-545
1145
$500K 0.01%
+11,776
1146
$499K 0.01%
8,201
+71
1147
$498K 0.01%
15,254
+2,017
1148
$496K 0.01%
57,968
-19,370
1149
$496K 0.01%
7,141
-1,065
1150
$495K 0.01%
8,872
+2,034
44 45
46
47 48