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
1351
$343K 0.01%
27,435
-390
1352
$342K 0.01%
6,014
+261
1353
$342K 0.01%
44,665
-287
1354
$342K 0.01%
6,671
-45
1355
$341K 0.01%
6,089
+997
1356
$341K 0.01%
5,697
1357
$340K 0.01%
7,675
-1,514
1358
$339K 0.01%
19,838
-900
1359
$339K 0.01%
15,463
+728
1360
$339K 0.01%
2,036
-979
1361
$337K 0.01%
5,971
+278
1362
$337K 0.01%
3,027
+926
1363
$337K 0.01%
10,271
-2,121
1364
$336K 0.01%
4,034
+261
1365
$336K 0.01%
+2,285
1366
$335K 0.01%
21,026
+2,123
1367
$335K 0.01%
11,407
-539
1368
$333K 0.01%
3,516
+255
1369
$333K 0.01%
7,912
+274
1370
$333K 0.01%
3,752
+384
1371
$332K 0.01%
1,672
+26
1372
$332K 0.01%
10,744
+500
1373
$332K 0.01%
5,540
+107
1374
$331K 0.01%
4,544
+236
1375
$330K 0.01%
19,759
-3,582
53 54
55
56 57