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
1651
$207K ﹤0.01%
3,156
-700
1652
$206K ﹤0.01%
2,565
-448
1653
$206K ﹤0.01%
+4,444
1654
$205K ﹤0.01%
2,218
+152
1655
$205K ﹤0.01%
+6,565
1656
$205K ﹤0.01%
5,787
1657
$205K ﹤0.01%
+3,061
1658
$205K ﹤0.01%
6,132
-2,458
1659
$204K ﹤0.01%
+1,673
1660
$204K ﹤0.01%
6,081
-500
1661
$204K ﹤0.01%
26,587
+3,795
1662
$204K ﹤0.01%
+3,258
1663
$203K ﹤0.01%
10,854
+824
1664
$203K ﹤0.01%
+7,700
1665
$203K ﹤0.01%
+4,681
1666
$203K ﹤0.01%
+10,777
1667
$203K ﹤0.01%
2,853
-8,175
1668
$203K ﹤0.01%
24,143
+2,315
1669
$202K ﹤0.01%
+2,176
1670
$200K ﹤0.01%
+1,630
1671
$200K ﹤0.01%
4,531
-233
1672
$200K ﹤0.01%
4,484
1673
$200K ﹤0.01%
1,382
-44
1674
$195K ﹤0.01%
14,255
-522
1675
$192K ﹤0.01%
10,000
+280
65 66
67
68 69