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
1526
$262K ﹤0.01%
4,925
+847
1527
$261K ﹤0.01%
24,118
+2,097
1528
$260K ﹤0.01%
993
-159
1529
$260K ﹤0.01%
762
-49
1530
$259K ﹤0.01%
15,914
-19,612
1531
$259K ﹤0.01%
+6,732
1532
$258K ﹤0.01%
15,029
+1,588
1533
$257K ﹤0.01%
+6,102
1534
$257K ﹤0.01%
2,557
-107
1535
$257K ﹤0.01%
3,196
+604
1536
$257K ﹤0.01%
+9,869
1537
$257K ﹤0.01%
857
-1,370
1538
$257K ﹤0.01%
+2,930
1539
$257K ﹤0.01%
4,938
+11
1540
$256K ﹤0.01%
3,544
+948
1541
$256K ﹤0.01%
4,827
-109
1542
$254K ﹤0.01%
22,283
+9,943
1543
$254K ﹤0.01%
+4,282
1544
$253K ﹤0.01%
5,590
1545
$253K ﹤0.01%
1,978
-248
1546
$252K ﹤0.01%
4,130
1547
$251K ﹤0.01%
2,385
-2,280
1548
$251K ﹤0.01%
5,663
-1,112
1549
$250K ﹤0.01%
1,642
-417
1550
$249K ﹤0.01%
13,694
+1,032
60 61
62
63 64