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
1176
$472K 0.01%
1,663
+63
1177
$472K 0.01%
35,451
+631
1178
$471K 0.01%
6,100
+483
1179
$471K 0.01%
12,609
+276
1180
$470K 0.01%
2,494
-87
1181
$469K 0.01%
6,595
+517
1182
$469K 0.01%
14,227
-475
1183
$468K 0.01%
5,415
-178
1184
$468K 0.01%
10,187
-320
1185
$466K 0.01%
41,201
-4,279
1186
$466K 0.01%
1,782
-325
1187
$465K 0.01%
48,334
-262
1188
$465K 0.01%
7,641
-129
1189
$464K 0.01%
21,995
+7,442
1190
$462K 0.01%
9,519
+3,694
1191
$462K 0.01%
51,101
-3,004
1192
$462K 0.01%
+6,315
1193
$460K 0.01%
795
+672
1194
$460K 0.01%
23,481
+9,820
1195
$460K 0.01%
9,515
+1,650
1196
$458K 0.01%
4,332
+83
1197
$458K 0.01%
15,745
+62
1198
$458K 0.01%
14,210
-16,744
1199
$458K 0.01%
2,737
-123
1200
$458K 0.01%
20,197
+2,264
46 47
48
49 50