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
1226
$320K 0.01%
5,412
+93
1227
$320K 0.01%
+5,692
1228
$318K 0.01%
+12,321
1229
$317K 0.01%
22,696
-51,110
1230
$317K 0.01%
8,973
-864
1231
$316K 0.01%
+19,771
1232
$316K 0.01%
43,174
-28,004
1233
$315K 0.01%
3,047
-1,749
1234
$313K 0.01%
+5,676
1235
$313K 0.01%
2,591
-403
1236
$313K 0.01%
11,527
-1,778
1237
$312K 0.01%
2,364
+621
1238
$312K 0.01%
31,626
-1,525
1239
$311K 0.01%
10,659
+440
1240
$310K 0.01%
14,886
+2,641
1241
$310K 0.01%
3,216
-1,017
1242
$309K 0.01%
11,064
+1,266
1243
$309K 0.01%
10,477
-105
1244
$306K 0.01%
3,343
-119
1245
$304K 0.01%
2,672
-3,455
1246
$304K 0.01%
+22,963
1247
$303K 0.01%
44,951
-1
1248
$302K 0.01%
9,700
-446
1249
$302K 0.01%
4,842
-2,883
1250
$302K 0.01%
11,260
+1,126
48 49
50
51 52