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
$408M
AUM Growth
+$45.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.63M
3
+$1.32M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.27M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.19M

Top Sells

1
+$1.06M
2
+$766K
3
+$603K
4
IGE icon
iShares North American Natural Resources ETF
IGE
+$496K
5
NKE icon
Nike
NKE
+$480K

Sector Composition

1 Healthcare 5.14%
2 Technology 4.77%
3 Industrials 4.76%
4 Consumer Discretionary 4.6%
5 Communication Services 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$886K 0.22%
7,634
+690
127
$878K 0.22%
7,755
-194
128
$876K 0.21%
15,714
+3,360
129
$873K 0.21%
12,538
+2,106
130
$872K 0.21%
9,298
+4,103
131
$868K 0.21%
12,519
+2,021
132
$856K 0.21%
12,894
+1,419
133
$852K 0.21%
49,191
+9
134
$850K 0.21%
34,523
+5,437
135
$825K 0.2%
6,116
+1,314
136
$814K 0.2%
4,681
+2,504
137
$801K 0.2%
7,029
+1,103
138
$798K 0.2%
6,383
-812
139
$792K 0.19%
11,207
+3,288
140
$791K 0.19%
6,507
+1,447
141
$789K 0.19%
7,167
-5,475
142
$787K 0.19%
3,642
+1,115
143
$786K 0.19%
13,048
+1,050
144
$774K 0.19%
9,857
+470
145
$762K 0.19%
19,499
+1,770
146
$757K 0.19%
15,771
-1,572
147
$752K 0.18%
12,738
-528
148
$751K 0.18%
9,777
-121
149
$745K 0.18%
3,848
+740
150
$740K 0.18%
15,177
+3,208
4 5
6
7 8