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
1501
$178K ﹤0.01%
4,270
+137
1502
$178K ﹤0.01%
23,360
+4,394
1503
$178K ﹤0.01%
+52
1504
$177K ﹤0.01%
13,357
-2,909
1505
$177K ﹤0.01%
+10,320
1506
$176K ﹤0.01%
12,762
+1,308
1507
$176K ﹤0.01%
17,205
+2,957
1508
$174K ﹤0.01%
12,977
1509
$173K ﹤0.01%
11,510
-91
1510
$173K ﹤0.01%
11,131
-5,584
1511
$172K ﹤0.01%
+10,178
1512
$171K ﹤0.01%
+16,742
1513
$171K ﹤0.01%
12,406
+358
1514
$167K ﹤0.01%
+2,554
1515
$167K ﹤0.01%
+208
1516
$165K ﹤0.01%
10,369
1517
$163K ﹤0.01%
+53,096
1518
$160K ﹤0.01%
2,630
1519
$158K ﹤0.01%
14,048
1520
$156K ﹤0.01%
11,714
+514
1521
$154K ﹤0.01%
10,736
-1,640
1522
$153K ﹤0.01%
15,249
-2,432
1523
$151K ﹤0.01%
20,550
+681
1524
$147K ﹤0.01%
21,973
+200
1525
$145K ﹤0.01%
12,459
-3,227
59 60
61
62 63