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
101
$10.8M 0.21%
219,810
+97,921
102
$10.7M 0.21%
66,327
-10,349
103
$10.6M 0.21%
75,387
-1,891
104
$10.3M 0.2%
86,593
+1,441
105
$10.2M 0.2%
118,098
-1,731
106
$10.2M 0.2%
21,326
+2,929
107
$10.1M 0.2%
134,373
-3,531
108
$10M 0.2%
175,696
-109,687
109
$9.84M 0.19%
42,434
+284
110
$9.65M 0.19%
26,112
-3,575
111
$9.45M 0.19%
371,795
-52,983
112
$9.45M 0.19%
26,367
-588
113
$9.44M 0.19%
183,984
-37,176
114
$9.32M 0.18%
174,678
+24,553
115
$9.29M 0.18%
306,160
+26,750
116
$9.24M 0.18%
146,358
-13,257
117
$9.16M 0.18%
95,944
+29,008
118
$9.13M 0.18%
40,709
-1,254
119
$9.05M 0.18%
71,054
-1,221
120
$9.04M 0.18%
39,847
-6,750
121
$8.9M 0.18%
168,828
-1,273
122
$8.87M 0.17%
137,343
-30,285
123
$8.82M 0.17%
47,222
-472
124
$8.82M 0.17%
297,950
-12,811
125
$8.81M 0.17%
156,137
+4,723
3 4
5
6 7