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
1151
$366K 0.01%
25,250
-6,153
1152
$365K 0.01%
7,166
+89
1153
$365K 0.01%
860
-2,769
1154
$364K 0.01%
2,891
+217
1155
$363K 0.01%
2,732
-623
1156
$363K 0.01%
3,256
-220
1157
$362K 0.01%
2,836
+888
1158
$360K 0.01%
15,802
+5,713
1159
$359K 0.01%
+4,116
1160
$358K 0.01%
2,853
-604
1161
$358K 0.01%
10,066
-6,367
1162
$357K 0.01%
5,565
-2,993
1163
$357K 0.01%
6,856
-1,309
1164
$357K 0.01%
31,762
+2,006
1165
$356K 0.01%
+11,292
1166
$355K 0.01%
3,173
+1,216
1167
$354K 0.01%
5,984
-4,792
1168
$353K 0.01%
5,250
+6
1169
$352K 0.01%
7,780
+1,986
1170
$352K 0.01%
5,682
+825
1171
$351K 0.01%
1,911
-1,049
1172
$351K 0.01%
4,353
-2,770
1173
$350K 0.01%
4,514
+946
1174
$349K 0.01%
10,531
+1,961
1175
$349K 0.01%
6,168
-9,000
45 46
47
48 49