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
1526
$142K ﹤0.01%
21,450
-754
1527
$141K ﹤0.01%
5,455
-2,763
1528
$141K ﹤0.01%
+12,026
1529
$138K ﹤0.01%
11,254
-357
1530
$138K ﹤0.01%
17,467
1531
$135K ﹤0.01%
12,838
-212
1532
$135K ﹤0.01%
14,520
-1,041
1533
$135K ﹤0.01%
14,833
-10,381
1534
$134K ﹤0.01%
+1,186
1535
$133K ﹤0.01%
11,034
-1,073
1536
$133K ﹤0.01%
12,531
-2,604
1537
$128K ﹤0.01%
16,232
-1,568
1538
$127K ﹤0.01%
+216
1539
$124K ﹤0.01%
21,929
+1,851
1540
$123K ﹤0.01%
13,854
+395
1541
$121K ﹤0.01%
+20,689
1542
$117K ﹤0.01%
24,300
-13,755
1543
$117K ﹤0.01%
+3,959
1544
$113K ﹤0.01%
+23
1545
$111K ﹤0.01%
26,411
+763
1546
$111K ﹤0.01%
11,011
+960
1547
$109K ﹤0.01%
81
1548
$108K ﹤0.01%
+2,935
1549
$107K ﹤0.01%
+10,195
1550
$106K ﹤0.01%
15,209
-6,964
60 61
62
63 64