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
1301
$377K 0.01%
3,948
-84
1302
$377K 0.01%
3,289
+754
1303
$376K 0.01%
4,679
+215
1304
$375K 0.01%
1,480
-1,402
1305
$373K 0.01%
9,265
+2,485
1306
$371K 0.01%
+12,000
1307
$371K 0.01%
1,814
-232
1308
$370K 0.01%
3,203
-279
1309
$369K 0.01%
4,491
+155
1310
$368K 0.01%
1,350
+182
1311
$368K 0.01%
+13,828
1312
$367K 0.01%
1,533
-299
1313
$366K 0.01%
14,883
+1,222
1314
$366K 0.01%
2,120
-134
1315
$366K 0.01%
6,075
+219
1316
$366K 0.01%
6,305
+300
1317
$365K 0.01%
3,662
-536
1318
$365K 0.01%
11,044
-30,992
1319
$364K 0.01%
4,093
+147
1320
$361K 0.01%
37,027
-698
1321
$359K 0.01%
4,058
+1,180
1322
$357K 0.01%
10,891
-115
1323
$356K 0.01%
1,718
+333
1324
$356K 0.01%
3,807
+141
1325
$355K 0.01%
863
-40
51 52
53
54 55