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
1476
$283K ﹤0.01%
19,887
+2,975
1477
$283K ﹤0.01%
4,617
-64
1478
$283K ﹤0.01%
13,503
-10
1479
$281K ﹤0.01%
8,984
-283
1480
$281K ﹤0.01%
5,811
+146
1481
$281K ﹤0.01%
1,034
-151
1482
$281K ﹤0.01%
5,937
+1,485
1483
$281K ﹤0.01%
20,384
+5,497
1484
$281K ﹤0.01%
8,790
+2,625
1485
$280K ﹤0.01%
9,229
-351
1486
$280K ﹤0.01%
7,905
+1,627
1487
$279K ﹤0.01%
3,782
-18,574
1488
$279K ﹤0.01%
2,836
-50
1489
$278K ﹤0.01%
18,300
-532
1490
$278K ﹤0.01%
9,120
+360
1491
$278K ﹤0.01%
36,152
+4,985
1492
$278K ﹤0.01%
15,431
+2,452
1493
$277K ﹤0.01%
+12,749
1494
$276K ﹤0.01%
18,227
-38
1495
$276K ﹤0.01%
+13,999
1496
$276K ﹤0.01%
9,714
+8
1497
$275K ﹤0.01%
28,191
+424
1498
$275K ﹤0.01%
16,015
+5
1499
$275K ﹤0.01%
24,390
-45,379
1500
$274K ﹤0.01%
3,136
-2,094
58 59
60
61 62