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
1426
$307K ﹤0.01%
4,823
-1,364
1427
$307K ﹤0.01%
8,655
-985
1428
$306K ﹤0.01%
1,971
+78
1429
$306K ﹤0.01%
+5,912
1430
$306K ﹤0.01%
12,974
1431
$306K ﹤0.01%
20,915
1432
$305K ﹤0.01%
2,692
-819
1433
$305K ﹤0.01%
4,738
+74
1434
$303K ﹤0.01%
11,771
-227
1435
$303K ﹤0.01%
18,861
-3,566
1436
$302K ﹤0.01%
11,726
+1,000
1437
$302K ﹤0.01%
5,125
1438
$302K ﹤0.01%
6,374
+2,402
1439
$301K ﹤0.01%
1,007
+35
1440
$301K ﹤0.01%
6,486
-200
1441
$301K ﹤0.01%
10,584
+2,307
1442
$299K ﹤0.01%
7,126
+475
1443
$299K ﹤0.01%
6,842
+1,815
1444
$299K ﹤0.01%
6,925
-555
1445
$299K ﹤0.01%
6,275
+290
1446
$298K ﹤0.01%
4,841
+281
1447
$298K ﹤0.01%
11,217
-1,668
1448
$297K ﹤0.01%
+3,609
1449
$295K ﹤0.01%
635
-372
1450
$295K ﹤0.01%
7,185
+1,226
56 57
58
59 60