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
1601
$224K ﹤0.01%
6,184
1602
$223K ﹤0.01%
2,931
-79
1603
$223K ﹤0.01%
3,008
1604
$223K ﹤0.01%
+2,322
1605
$222K ﹤0.01%
+9,158
1606
$222K ﹤0.01%
1,110
-55
1607
$221K ﹤0.01%
1,768
-745
1608
$221K ﹤0.01%
46
-3
1609
$221K ﹤0.01%
19,850
1610
$220K ﹤0.01%
5,178
-4,236
1611
$219K ﹤0.01%
12,166
-262
1612
$218K ﹤0.01%
+15,714
1613
$218K ﹤0.01%
9,805
+200
1614
$217K ﹤0.01%
6,146
-1,481
1615
$216K ﹤0.01%
4,108
1616
$216K ﹤0.01%
3,772
+280
1617
$215K ﹤0.01%
12,139
-22
1618
$215K ﹤0.01%
4,314
+212
1619
$215K ﹤0.01%
6,441
-842
1620
$215K ﹤0.01%
4,429
-20
1621
$214K ﹤0.01%
2,050
-132
1622
$214K ﹤0.01%
1,045
+36
1623
$214K ﹤0.01%
6,407
-172
1624
$214K ﹤0.01%
15,507
-3,440
1625
$214K ﹤0.01%
4,145
+133
63 64
65
66 67