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
1251
$413K 0.01%
5,153
-410
1252
$413K 0.01%
5,876
-1,098
1253
$411K 0.01%
109,718
-49,705
1254
$410K 0.01%
25,613
+3,990
1255
$409K 0.01%
+17,685
1256
$408K 0.01%
10,085
-5,230
1257
$407K 0.01%
3,031
-256
1258
$406K 0.01%
2,680
+78
1259
$405K 0.01%
5,000
1260
$405K 0.01%
8,589
-212
1261
$404K 0.01%
37,555
-4,264
1262
$402K 0.01%
2,979
+389
1263
$401K 0.01%
25,421
-7
1264
$401K 0.01%
2,561
-841
1265
$401K 0.01%
2,287
+99
1266
$400K 0.01%
+99,550
1267
$400K 0.01%
2,338
-6
1268
$400K 0.01%
5,986
-461
1269
$400K 0.01%
3,365
+59
1270
$399K 0.01%
6,642
-2,766
1271
$399K 0.01%
28,248
+236
1272
$398K 0.01%
+7,209
1273
$397K 0.01%
14,526
+242
1274
$395K 0.01%
32,285
+620
1275
$393K 0.01%
+8,494
49 50
51
52 53