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
1576
$238K ﹤0.01%
9,392
+65
1577
$236K ﹤0.01%
15,016
-144
1578
$236K ﹤0.01%
13,333
+360
1579
$235K ﹤0.01%
2,083
-753
1580
$235K ﹤0.01%
1,965
-131
1581
$234K ﹤0.01%
16,867
-228
1582
$234K ﹤0.01%
+6,009
1583
$233K ﹤0.01%
8,524
1584
$233K ﹤0.01%
10,732
1585
$232K ﹤0.01%
9,500
1586
$231K ﹤0.01%
3,707
+227
1587
$231K ﹤0.01%
3,560
+142
1588
$231K ﹤0.01%
8,314
+64
1589
$229K ﹤0.01%
+4,596
1590
$229K ﹤0.01%
4,067
-63
1591
$229K ﹤0.01%
2,769
+52
1592
$229K ﹤0.01%
10,100
-77
1593
$227K ﹤0.01%
+4,783
1594
$227K ﹤0.01%
4,371
-466
1595
$227K ﹤0.01%
+5,204
1596
$225K ﹤0.01%
3,423
-1,179
1597
$225K ﹤0.01%
9,410
+2,142
1598
$225K ﹤0.01%
28,140
-772
1599
$225K ﹤0.01%
1,289
+84
1600
$224K ﹤0.01%
4,209
-506
62 63
64
65 66