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
1226
$438K 0.01%
14,042
+5,757
1227
$436K 0.01%
46,433
+6,163
1228
$435K 0.01%
13,364
-211
1229
$435K 0.01%
14,020
+741
1230
$434K 0.01%
4,362
-29
1231
$433K 0.01%
134,000
-2,441
1232
$433K 0.01%
5,713
-38
1233
$433K 0.01%
4,754
-6,505
1234
$432K 0.01%
11,236
+228
1235
$430K 0.01%
7,340
-85
1236
$430K 0.01%
8,800
-1,472
1237
$429K 0.01%
16,344
+116
1238
$428K 0.01%
1,619
-38
1239
$424K 0.01%
977
-2,810
1240
$423K 0.01%
1,800
1241
$420K 0.01%
8,867
+5,271
1242
$418K 0.01%
+10,913
1243
$418K 0.01%
6,062
-1,790
1244
$418K 0.01%
5,819
+175
1245
$417K 0.01%
11,362
+762
1246
$416K 0.01%
2,477
+1,176
1247
$415K 0.01%
5,232
-77
1248
$414K 0.01%
5,897
+911
1249
$414K 0.01%
19,984
+17
1250
$413K 0.01%
16,180
-500
48 49
50
51 52