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
1201
$454K 0.01%
8,209
-700
1202
$454K 0.01%
16,342
-1,192
1203
$453K 0.01%
13,730
-640
1204
$452K 0.01%
9,623
+524
1205
$452K 0.01%
7,138
-40,685
1206
$449K 0.01%
2,563
+294
1207
$449K 0.01%
9,460
+273
1208
$449K 0.01%
14,908
-3,601
1209
$449K 0.01%
4,391
-2,640
1210
$449K 0.01%
27,307
-2,821
1211
$449K 0.01%
4,409
+167
1212
$448K 0.01%
10,961
+337
1213
$448K 0.01%
18,836
+6,520
1214
$447K 0.01%
8,407
-587
1215
$445K 0.01%
4,127
1216
$445K 0.01%
5,107
+953
1217
$443K 0.01%
2,928
+71
1218
$443K 0.01%
48,300
+21,100
1219
$441K 0.01%
16,430
-295
1220
$441K 0.01%
40,114
+1,693
1221
$440K 0.01%
9,147
+482
1222
$439K 0.01%
17,587
+2,801
1223
$439K 0.01%
16,217
-25
1224
$439K 0.01%
7,105
1225
$438K 0.01%
2,672
-259
47 48
49
50 51