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
1676
$190K ﹤0.01%
+8,981
1677
$190K ﹤0.01%
18,727
+259
1678
$188K ﹤0.01%
15,865
-200
1679
$188K ﹤0.01%
+61,500
1680
$185K ﹤0.01%
11,574
+225
1681
$184K ﹤0.01%
+1,433
1682
$182K ﹤0.01%
17,205
-300
1683
$181K ﹤0.01%
18,952
+449
1684
$181K ﹤0.01%
26,050
+2,160
1685
$179K ﹤0.01%
11,386
-3,990
1686
$177K ﹤0.01%
11,695
-3,557
1687
$177K ﹤0.01%
+95,600
1688
$176K ﹤0.01%
18,375
-469
1689
$175K ﹤0.01%
11,795
-1,895
1690
$174K ﹤0.01%
22,409
+1,330
1691
$174K ﹤0.01%
3,240
-18
1692
$173K ﹤0.01%
3,212
+561
1693
$173K ﹤0.01%
11,826
-519
1694
$172K ﹤0.01%
+16,806
1695
$171K ﹤0.01%
17,537
-1,620
1696
$167K ﹤0.01%
+11,424
1697
$165K ﹤0.01%
11,118
-1,774
1698
$161K ﹤0.01%
4,056
-214
1699
$160K ﹤0.01%
+19,138
1700
$158K ﹤0.01%
17,692
+4,445
66 67
68
69 70