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
1251
$301K 0.01%
1,215
-1,482
1252
$299K 0.01%
2,074
-99
1253
$298K 0.01%
32,414
-10,125
1254
$298K 0.01%
75,271
-19,516
1255
$298K 0.01%
10,022
-2,093
1256
$298K 0.01%
2,693
-22
1257
$297K 0.01%
+11,682
1258
$297K 0.01%
20,645
+21
1259
$297K 0.01%
10,750
1260
$296K 0.01%
1,552
-686
1261
$295K 0.01%
+920
1262
$295K 0.01%
5,200
1263
$295K 0.01%
7,600
-8,678
1264
$295K 0.01%
1,535
-204
1265
$292K 0.01%
20,224
-417
1266
$291K 0.01%
5,582
+27
1267
$291K 0.01%
3,031
-613
1268
$290K 0.01%
11,763
-773
1269
$290K 0.01%
+20,516
1270
$289K 0.01%
3,242
-72
1271
$287K 0.01%
+13,161
1272
$287K 0.01%
+5,785
1273
$287K 0.01%
+4,615
1274
$287K 0.01%
3,071
-429
1275
$287K 0.01%
2,334
-502
49 50
51
52 53