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
1401
$225K ﹤0.01%
13,944
+2,080
1402
$225K ﹤0.01%
1,487
-730
1403
$225K ﹤0.01%
10,814
+1,000
1404
$225K ﹤0.01%
4,545
+200
1405
$224K ﹤0.01%
2,199
-1,115
1406
$224K ﹤0.01%
+1,308
1407
$224K ﹤0.01%
2,306
-697
1408
$224K ﹤0.01%
+12,300
1409
$224K ﹤0.01%
21,028
-8,367
1410
$224K ﹤0.01%
+2,276
1411
$224K ﹤0.01%
8,646
-2,047
1412
$224K ﹤0.01%
8,235
-1,740
1413
$224K ﹤0.01%
702
-374
1414
$223K ﹤0.01%
6,973
-6,071
1415
$222K ﹤0.01%
13,140
1416
$222K ﹤0.01%
12,421
-1,276
1417
$221K ﹤0.01%
+6,375
1418
$220K ﹤0.01%
15,079
-1
1419
$220K ﹤0.01%
+3,423
1420
$220K ﹤0.01%
12,699
+594
1421
$220K ﹤0.01%
1,465
-1,666
1422
$219K ﹤0.01%
+4,260
1423
$217K ﹤0.01%
15,240
+771
1424
$217K ﹤0.01%
+9,500
1425
$216K ﹤0.01%
2,411
-3
55 56
57
58 59