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
1626
– –
-6,111
1627
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-6,386
1628
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-6,297
1629
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-14,590
1630
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-11,414
1631
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-12,358
1632
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-13,156
1633
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-2,534
1634
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-6,020
1635
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-12,355
1636
– –
-9,465
1637
– –
-4,520
1638
– –
-30,757
1639
– –
-1,687
1640
– –
-8,509
1641
– –
-3,856
1642
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-7,009
1643
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-11,461
1644
– –
-8,783
1645
– –
-21,745
1646
– –
-4,354
1647
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-2,788
1648
– –
-9,869
1649
– –
-2,419
1650
– –
-6,960
64 65
66
67 68