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
1376
$329K 0.01%
+13,161
1377
$329K 0.01%
17,927
1378
$329K 0.01%
29,837
-200
1379
$329K 0.01%
6,776
+775
1380
$328K 0.01%
5,148
+140
1381
$328K 0.01%
11,430
1382
$328K 0.01%
662
-61
1383
$328K 0.01%
3,180
-200
1384
$327K 0.01%
3,437
+824
1385
$327K 0.01%
3,448
+393
1386
$326K 0.01%
8,877
-275
1387
$325K 0.01%
15,120
+813
1388
$324K 0.01%
5,512
-52
1389
$324K 0.01%
32,745
+3,893
1390
$323K 0.01%
3,527
+381
1391
$323K 0.01%
12,354
+2,508
1392
$322K 0.01%
2,765
-65
1393
$321K 0.01%
1,550
+101
1394
$321K 0.01%
1,256
+45
1395
$320K 0.01%
+20,504
1396
$320K 0.01%
3,096
-2,088
1397
$320K 0.01%
7,659
+245
1398
$320K 0.01%
20,270
-1,860
1399
$320K 0.01%
13,225
-7,772
1400
$320K 0.01%
58,658
-13,943
54 55
56
57 58