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
1451
$294K ﹤0.01%
+13,715
1452
$294K ﹤0.01%
2,222
-8
1453
$293K ﹤0.01%
5,350
+17
1454
$293K ﹤0.01%
+18,457
1455
$292K ﹤0.01%
18,270
+344
1456
$292K ﹤0.01%
5,226
+908
1457
$291K ﹤0.01%
21,766
-2,435
1458
$291K ﹤0.01%
3,746
-285
1459
$291K ﹤0.01%
+10,387
1460
$290K ﹤0.01%
4,221
-18
1461
$289K ﹤0.01%
5,000
1462
$289K ﹤0.01%
8,879
-2,490
1463
$289K ﹤0.01%
5,212
+808
1464
$288K ﹤0.01%
5,018
+176
1465
$287K ﹤0.01%
6,189
+324
1466
$287K ﹤0.01%
8,833
+1,787
1467
$287K ﹤0.01%
11,182
-765
1468
$286K ﹤0.01%
2,025
-24
1469
$286K ﹤0.01%
9,154
+423
1470
$285K ﹤0.01%
+7,318
1471
$285K ﹤0.01%
+19,115
1472
$284K ﹤0.01%
1,265
+4
1473
$284K ﹤0.01%
3,196
-155
1474
$283K ﹤0.01%
5,642
-512
1475
$283K ﹤0.01%
8,869
-3,996
57 58
59
60 61