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
1401
$320K 0.01%
4,439
+343
1402
$319K 0.01%
+12,430
1403
$319K 0.01%
511
+21
1404
$317K 0.01%
+4,180
1405
$316K 0.01%
6,449
+486
1406
$316K 0.01%
8,730
-877
1407
$316K 0.01%
+9,300
1408
$316K 0.01%
6,542
+429
1409
$316K 0.01%
13,131
+860
1410
$316K 0.01%
16,050
+1,560
1411
$315K 0.01%
21,359
-1,567
1412
$314K 0.01%
24,400
-138
1413
$313K 0.01%
5,452
-1,193
1414
$313K 0.01%
9,891
-6,016
1415
$313K 0.01%
4,046
-11,415
1416
$311K ﹤0.01%
10,143
-489
1417
$311K ﹤0.01%
+24,061
1418
$310K ﹤0.01%
8,306
-1,101
1419
$310K ﹤0.01%
3,181
+38
1420
$310K ﹤0.01%
3,658
+195
1421
$309K ﹤0.01%
125,234
-24,888
1422
$309K ﹤0.01%
4,784
+1,237
1423
$308K ﹤0.01%
3,084
-110
1424
$308K ﹤0.01%
12,572
-1,311
1425
$307K ﹤0.01%
6,197
-5,709
55 56
57
58 59