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
1326
$261K 0.01%
4,835
-3,994
1327
$260K 0.01%
+11,164
1328
$260K 0.01%
10,063
-676
1329
$259K 0.01%
+4,275
1330
$259K 0.01%
+2,753
1331
$258K 0.01%
5,590
1332
$257K 0.01%
24,496
+43
1333
$256K 0.01%
858
-676
1334
$256K 0.01%
1,186
-1,277
1335
$255K 0.01%
5,520
+685
1336
$254K 0.01%
39,243
-17,601
1337
$254K 0.01%
8,500
1338
$251K ﹤0.01%
4,254
-2,532
1339
$251K ﹤0.01%
+3,008
1340
$251K ﹤0.01%
679
-253
1341
$251K ﹤0.01%
+6,022
1342
$250K ﹤0.01%
3,047
-481
1343
$250K ﹤0.01%
13,465
+61
1344
$250K ﹤0.01%
11,839
+1,758
1345
$249K ﹤0.01%
5,379
-1,579
1346
$249K ﹤0.01%
11,750
-6,970
1347
$248K ﹤0.01%
25,971
-1,960
1348
$248K ﹤0.01%
24,234
-4,247
1349
$248K ﹤0.01%
2,753
-97
1350
$247K ﹤0.01%
5,412
-285
52 53
54
55 56