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
1201
$333K 0.01%
7,876
-995
1202
$332K 0.01%
2,418
-1,985
1203
$332K 0.01%
17,200
+1,700
1204
$332K 0.01%
1,649
-809
1205
$331K 0.01%
5,975
-2,980
1206
$330K 0.01%
6,474
-948
1207
$330K 0.01%
8,457
-8,042
1208
$330K 0.01%
+9,603
1209
$329K 0.01%
23,109
1210
$328K 0.01%
11,250
-8,834
1211
$328K 0.01%
5,460
-126
1212
$327K 0.01%
8,000
+300
1213
$326K 0.01%
4,823
-3,824
1214
$326K 0.01%
2,286
-129
1215
$326K 0.01%
15,645
-41,775
1216
$326K 0.01%
3,400
-116
1217
$326K 0.01%
+12,297
1218
$326K 0.01%
11,389
+102
1219
$325K 0.01%
+1,975
1220
$324K 0.01%
+6,529
1221
$323K 0.01%
5,700
-673
1222
$322K 0.01%
2,111
-3,415
1223
$322K 0.01%
30,537
1224
$322K 0.01%
10,566
-3,251
1225
$321K 0.01%
908
-611
47 48
49
50 51