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
1351
$247K ﹤0.01%
2,392
-367
1352
$247K ﹤0.01%
+4,490
1353
$246K ﹤0.01%
8,660
-128
1354
$246K ﹤0.01%
+1,185
1355
$245K ﹤0.01%
215
-267
1356
$245K ﹤0.01%
8,368
-327
1357
$245K ﹤0.01%
+5,907
1358
$245K ﹤0.01%
8,347
+741
1359
$245K ﹤0.01%
3,074
-4,838
1360
$245K ﹤0.01%
5,169
+540
1361
$245K ﹤0.01%
+2,293
1362
$244K ﹤0.01%
18,327
-2,255
1363
$243K ﹤0.01%
15,440
+1,757
1364
$242K ﹤0.01%
4,003
1365
$242K ﹤0.01%
13,671
+875
1366
$242K ﹤0.01%
31,594
-3,542
1367
$242K ﹤0.01%
3,975
-1,372
1368
$242K ﹤0.01%
+4,290
1369
$240K ﹤0.01%
771
-48
1370
$240K ﹤0.01%
1,137
-448
1371
$239K ﹤0.01%
+2,562
1372
$239K ﹤0.01%
+2,208
1373
$239K ﹤0.01%
+1,057
1374
$238K ﹤0.01%
+9,419
1375
$237K ﹤0.01%
16,806
+282
53 54
55
56 57