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
$408M
AUM Growth
+$45.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.63M
3
+$1.32M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.27M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.19M

Top Sells

1
+$1.06M
2
+$766K
3
+$603K
4
IGE icon
iShares North American Natural Resources ETF
IGE
+$496K
5
NKE icon
Nike
NKE
+$480K

Sector Composition

1 Healthcare 5.14%
2 Technology 4.77%
3 Industrials 4.76%
4 Consumer Discretionary 4.6%
5 Communication Services 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.12M 0.28%
9,361
-584
102
$1.12M 0.27%
36,544
+5,707
103
$1.11M 0.27%
20,780
+1,469
104
$1.09M 0.27%
21,814
+1,393
105
$1.07M 0.26%
7,343
-2,201
106
$1.06M 0.26%
4,782
+1,370
107
$1.04M 0.25%
9,886
+85
108
$1.03M 0.25%
8,683
+2,289
109
$1.02M 0.25%
18,704
+3,067
110
$1.01M 0.25%
32,596
+2,598
111
$1.01M 0.25%
4,545
+552
112
$1.01M 0.25%
29,520
+1,628
113
$998K 0.24%
100,924
-450
114
$976K 0.24%
19,290
+6,020
115
$972K 0.24%
30,975
+6,638
116
$965K 0.24%
43,675
+15,855
117
$952K 0.23%
8,897
+2,063
118
$948K 0.23%
38,098
+27,835
119
$945K 0.23%
10,774
-5,030
120
$939K 0.23%
56,019
+4,836
121
$926K 0.23%
9,966
+1,099
122
$924K 0.23%
3,322
+912
123
$924K 0.23%
3,812
-350
124
$893K 0.22%
8,220
+473
125
$886K 0.22%
10,791
+4,180
3 4
5
6 7