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
1501
$274K ﹤0.01%
8,488
1502
$274K ﹤0.01%
3,001
-20
1503
$272K ﹤0.01%
+10,426
1504
$272K ﹤0.01%
9,869
-572
1505
$272K ﹤0.01%
+27,600
1506
$271K ﹤0.01%
8,859
-514
1507
$270K ﹤0.01%
+149
1508
$270K ﹤0.01%
3,281
+111
1509
$269K ﹤0.01%
+3,964
1510
$266K ﹤0.01%
4,817
1511
$266K ﹤0.01%
8,046
+356
1512
$266K ﹤0.01%
5,048
-1,576
1513
$266K ﹤0.01%
20,852
-1,067
1514
$265K ﹤0.01%
2,996
-706
1515
$265K ﹤0.01%
19,471
-520
1516
$265K ﹤0.01%
+8,708
1517
$265K ﹤0.01%
19,323
-1,300
1518
$264K ﹤0.01%
4,763
-532
1519
$264K ﹤0.01%
4,326
-1,056
1520
$264K ﹤0.01%
30,657
+1,278
1521
$264K ﹤0.01%
27,755
-1,343
1522
$263K ﹤0.01%
3,444
-134
1523
$263K ﹤0.01%
9,483
+1,371
1524
$262K ﹤0.01%
+4,077
1525
$262K ﹤0.01%
4,150
+359
59 60
61
62 63