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
1701
– –
-17,680
1702
– –
-1,611
1703
– –
-10,809
1704
– –
-28,465
1705
– –
-13,878
1706
– –
-10,787
1707
– –
-4,692
1708
– –
-6,912
1709
– –
-8,696
1710
– –
-2,040
1711
– –
-20,598
1712
– –
-339
1713
– –
-1,799
1714
– –
-49,529
1715
– –
-933
1716
– –
-7,306
1717
– –
-1,302
1718
– –
-18
1719
– –
-910
1720
– –
-1,986
1721
– –
-3,279
1722
– –
-13,065
1723
– –
-6,296
1724
– –
-5,424
1725
– –
-3,540
66 67 68
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