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
126
$11.2M 0.18%
76,167
-5,132
127
$11.1M 0.18%
32,161
+804
128
$11.1M 0.18%
501,006
+425,203
129
$11M 0.17%
82,622
-7,498
130
$10.8M 0.17%
340,685
+20,245
131
$10.7M 0.17%
92,259
+2,223
132
$10.7M 0.17%
70,830
+842
133
$10.6M 0.17%
104,882
+17,119
134
$10.5M 0.17%
118,157
+1,613
135
$10.4M 0.17%
54,331
+6,698
136
$10.3M 0.16%
468,348
+3,746
137
$10.3M 0.16%
424,112
-9,194
138
$10.3M 0.16%
180,733
+8,147
139
$10.2M 0.16%
155,307
+4,855
140
$10.1M 0.16%
41,917
-471
141
$10.1M 0.16%
116,704
-10,978
142
$9.92M 0.16%
35,398
+8,108
143
$9.89M 0.16%
37,074
-854
144
$9.73M 0.15%
432,723
-6,636
145
$9.73M 0.15%
35,880
+2,401
146
$9.69M 0.15%
69,430
-8,580
147
$9.64M 0.15%
16,744
-509
148
$9.61M 0.15%
153,480
+18,327
149
$9.59M 0.15%
325,337
-19,955
150
$9.53M 0.15%
225,914
+5,895
4 5
6
7 8