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
1426
$216K ﹤0.01%
+5,001
1427
$216K ﹤0.01%
+7,486
1428
$216K ﹤0.01%
2,517
-285
1429
$216K ﹤0.01%
+3,843
1430
$215K ﹤0.01%
+6,840
1431
$215K ﹤0.01%
+11,867
1432
$215K ﹤0.01%
5,895
-10,377
1433
$215K ﹤0.01%
+11,916
1434
$215K ﹤0.01%
6,698
-7,151
1435
$214K ﹤0.01%
13,226
-587
1436
$214K ﹤0.01%
+4,563
1437
$214K ﹤0.01%
+11,712
1438
$214K ﹤0.01%
1,428
-2,666
1439
$214K ﹤0.01%
4,512
-5,573
1440
$214K ﹤0.01%
+8,112
1441
$213K ﹤0.01%
2,769
-137
1442
$213K ﹤0.01%
5,759
-1,519
1443
$213K ﹤0.01%
+8,179
1444
$213K ﹤0.01%
19,850
1445
$212K ﹤0.01%
29,609
-2,275
1446
$212K ﹤0.01%
+7,900
1447
$211K ﹤0.01%
3,863
-26,351
1448
$211K ﹤0.01%
6,648
-606
1449
$211K ﹤0.01%
+3,919
1450
$211K ﹤0.01%
1,090
-1,452
56 57
58
59 60