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
1601
– –
-20,900
1602
– –
-19,359
1603
– –
-11,200
1604
– –
-5,279
1605
– –
-2,695
1606
– –
-8,001
1607
– –
-3,442
1608
– –
-21,437
1609
– –
-14,589
1610
– –
-7,016
1611
– –
-5,534
1612
– –
-2,113
1613
– –
-11,750
1614
– –
-73,858
1615
– –
-4,729
1616
– –
-4,437
1617
– –
-55,114
1618
– –
-4,165
1619
– –
-248,760
1620
– –
-1,113
1621
– –
-4,259
1622
– –
-3,700
1623
– –
-3,995
1624
– –
-2,532
1625
– –
-12,828
63 64
65
66 67