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
1376
$236K ﹤0.01%
+5,561
1377
$235K ﹤0.01%
1,715
-307
1378
$234K ﹤0.01%
+9,605
1379
$234K ﹤0.01%
11,688
-1,849
1380
$233K ﹤0.01%
16,925
+1,734
1381
$232K ﹤0.01%
2,383
+68
1382
$232K ﹤0.01%
13,250
-457
1383
$232K ﹤0.01%
14,219
+2,299
1384
$231K ﹤0.01%
3,936
-394
1385
$231K ﹤0.01%
5,088
-2,177
1386
$231K ﹤0.01%
+3,073
1387
$229K ﹤0.01%
+2,561
1388
$229K ﹤0.01%
3,418
+18
1389
$229K ﹤0.01%
+4,020
1390
$228K ﹤0.01%
40,005
-3,554
1391
$228K ﹤0.01%
+8,186
1392
$228K ﹤0.01%
+3,498
1393
$228K ﹤0.01%
2,556
+18
1394
$227K ﹤0.01%
5,320
-2,092
1395
$227K ﹤0.01%
1,042
-367
1396
$227K ﹤0.01%
12,742
-1,500
1397
$226K ﹤0.01%
+5,075
1398
$226K ﹤0.01%
4,628
-1,701
1399
$226K ﹤0.01%
+2,538
1400
$226K ﹤0.01%
+48
54 55
56
57 58