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
1326
$354K 0.01%
9,928
-132
1327
$353K 0.01%
+11,496
1328
$353K 0.01%
7,359
-285
1329
$353K 0.01%
24,333
+1,009
1330
$353K 0.01%
10,676
+287
1331
$353K 0.01%
7,668
+438
1332
$352K 0.01%
12,007
+1,067
1333
$352K 0.01%
21,483
+372
1334
$351K 0.01%
2,974
+119
1335
$351K 0.01%
4,500
+1,260
1336
$351K 0.01%
18,816
+5,616
1337
$350K 0.01%
6,228
+802
1338
$350K 0.01%
11,755
+1,700
1339
$349K 0.01%
2,811
-1,050
1340
$349K 0.01%
17,200
1341
$348K 0.01%
24,976
-6,913
1342
$348K 0.01%
4,761
-2,386
1343
$347K 0.01%
6,777
+135
1344
$347K 0.01%
11,774
-851
1345
$346K 0.01%
23,109
1346
$346K 0.01%
5,714
+14
1347
$346K 0.01%
2,012
-6
1348
$345K 0.01%
33,393
+370
1349
$345K 0.01%
3,038
-156
1350
$344K 0.01%
5,216
+71
52 53
54
55 56