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
126
$8.76M 0.17%
61,933
-4,312
127
$8.75M 0.17%
340,992
-1,730
128
$8.7M 0.17%
37,032
-798
129
$8.67M 0.17%
216,531
+6,937
130
$8.65M 0.17%
35,603
-1,903
131
$8.44M 0.17%
95,135
+17,067
132
$8.42M 0.17%
23,882
+1,794
133
$8.3M 0.16%
381,603
-75,858
134
$8.18M 0.16%
212,959
-4,854
135
$8.11M 0.16%
37,373
+36
136
$8.06M 0.16%
307,878
-152,813
137
$8.05M 0.16%
102,749
+107
138
$8.02M 0.16%
26,677
-9,430
139
$7.99M 0.16%
29,095
+2,579
140
$7.99M 0.16%
59,792
-7,340
141
$7.93M 0.16%
100,971
+19,346
142
$7.81M 0.15%
135,079
+12,922
143
$7.72M 0.15%
23,615
+1,147
144
$7.65M 0.15%
547,856
+170,291
145
$7.57M 0.15%
66,342
+647
146
$7.55M 0.15%
153,704
+12,183
147
$7.54M 0.15%
113,788
-1,302
148
$7.5M 0.15%
220,260
-71,670
149
$7.46M 0.15%
135,841
+8,245
150
$7.42M 0.15%
101,966
-6,583
4 5
6
7 8