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
1151
$495K 0.01%
19,145
+2,006
1152
$495K 0.01%
31,228
-300
1153
$493K 0.01%
7,241
+232
1154
$493K 0.01%
10,023
+83
1155
$492K 0.01%
+15,012
1156
$490K 0.01%
8,021
-429
1157
$490K 0.01%
2,338
-11
1158
$489K 0.01%
17,555
+10,356
1159
$487K 0.01%
+6,793
1160
$486K 0.01%
2,327
-177
1161
$484K 0.01%
1,723
+226
1162
$484K 0.01%
5,335
-275
1163
$484K 0.01%
35,378
-95,048
1164
$480K 0.01%
5,607
+259
1165
$479K 0.01%
7,822
+1,848
1166
$479K 0.01%
1,812
-86
1167
$479K 0.01%
+6,767
1168
$478K 0.01%
7,960
+203
1169
$478K 0.01%
3,897
-1,405
1170
$477K 0.01%
16,126
-3,509
1171
$476K 0.01%
19,868
+9,846
1172
$476K 0.01%
6,297
+3,837
1173
$475K 0.01%
+16,772
1174
$475K 0.01%
6,237
-125
1175
$473K 0.01%
10,067
+333
45 46
47
48 49