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
1626
$214K ﹤0.01%
+6,873
1627
$214K ﹤0.01%
72,176
+3,575
1628
$214K ﹤0.01%
1,502
+102
1629
$214K ﹤0.01%
1,966
-872
1630
$214K ﹤0.01%
+4,214
1631
$213K ﹤0.01%
4,333
-295
1632
$213K ﹤0.01%
14,468
+454
1633
$212K ﹤0.01%
3,801
-79
1634
$211K ﹤0.01%
4,512
+72
1635
$211K ﹤0.01%
771
-26
1636
$211K ﹤0.01%
4,069
+142
1637
$211K ﹤0.01%
+12,071
1638
$211K ﹤0.01%
2,968
-391
1639
$211K ﹤0.01%
2,201
-135
1640
$211K ﹤0.01%
+744
1641
$210K ﹤0.01%
29,839
-7,991
1642
$210K ﹤0.01%
2,606
-230
1643
$210K ﹤0.01%
1,721
-224
1644
$209K ﹤0.01%
16,672
+246
1645
$209K ﹤0.01%
+7,673
1646
$209K ﹤0.01%
1,142
+307
1647
$209K ﹤0.01%
11,791
+1,225
1648
$208K ﹤0.01%
6,667
+141
1649
$208K ﹤0.01%
+2,308
1650
$207K ﹤0.01%
1,999
-201
64 65
66
67 68