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
101
$13.7M 0.22%
118,641
-26,393
102
$13.6M 0.22%
250,402
+990
103
$13.5M 0.22%
253,728
-5,096
104
$13.5M 0.21%
508,471
-43,839
105
$13.3M 0.21%
424,000
-16,158
106
$13.2M 0.21%
88,983
+60,756
107
$13.1M 0.21%
29,219
+1,446
108
$12.7M 0.2%
244,547
-91,499
109
$12.7M 0.2%
124,934
+4,980
110
$12.6M 0.2%
650,340
+286,868
111
$12.5M 0.2%
147,548
+3,229
112
$12.4M 0.2%
158,555
-10,216
113
$12.3M 0.2%
75,150
+2,301
114
$12.3M 0.2%
99,978
+6,499
115
$12M 0.19%
129,913
+16,643
116
$12M 0.19%
585,026
+18,931
117
$12M 0.19%
116,312
+10,357
118
$11.9M 0.19%
48,156
+4,574
119
$11.9M 0.19%
45,697
-1,578
120
$11.8M 0.19%
92,702
+20,108
121
$11.5M 0.18%
172,219
-5,407
122
$11.4M 0.18%
74,338
-29,754
123
$11.4M 0.18%
49,349
-5,625
124
$11.3M 0.18%
47,795
-177
125
$11.2M 0.18%
210,032
-11,441
3 4
5
6 7