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
1551
$248K ﹤0.01%
1,374
-101
1552
$248K ﹤0.01%
784
-1,120
1553
$248K ﹤0.01%
2,296
+16
1554
$248K ﹤0.01%
+5,929
1555
$247K ﹤0.01%
4,889
-2,097
1556
$247K ﹤0.01%
4,174
+284
1557
$246K ﹤0.01%
8,745
+840
1558
$246K ﹤0.01%
4,454
+661
1559
$246K ﹤0.01%
2,875
+40
1560
$245K ﹤0.01%
14,930
+986
1561
$244K ﹤0.01%
4,753
+340
1562
$244K ﹤0.01%
3,935
-14,936
1563
$244K ﹤0.01%
41,337
+32
1564
$244K ﹤0.01%
10,028
-3,100
1565
$243K ﹤0.01%
+11,172
1566
$243K ﹤0.01%
2,215
-128
1567
$242K ﹤0.01%
5,690
-802
1568
$242K ﹤0.01%
4,508
+134
1569
$242K ﹤0.01%
+48,404
1570
$242K ﹤0.01%
3,984
-1,671
1571
$241K ﹤0.01%
3,324
-1,143
1572
$240K ﹤0.01%
558
-29
1573
$239K ﹤0.01%
20,102
-1,875
1574
$238K ﹤0.01%
3,996
-2,002
1575
$238K ﹤0.01%
2,510
+70
61 62
63
64 65