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
1701
$158K ﹤0.01%
20,468
-853
1702
$155K ﹤0.01%
10,578
-152
1703
$151K ﹤0.01%
18,778
+6,650
1704
$151K ﹤0.01%
11,255
1705
$146K ﹤0.01%
20,650
1706
$144K ﹤0.01%
+10,594
1707
$143K ﹤0.01%
20,011
-301
1708
$141K ﹤0.01%
14,924
-398
1709
$140K ﹤0.01%
13,764
+823
1710
$140K ﹤0.01%
+12,214
1711
$139K ﹤0.01%
1,004
+85
1712
$138K ﹤0.01%
57,328
+788
1713
$138K ﹤0.01%
35,300
-6,747
1714
$136K ﹤0.01%
393
-300
1715
$134K ﹤0.01%
29,217
+7,852
1716
$133K ﹤0.01%
+11,312
1717
$132K ﹤0.01%
5,455
1718
$132K ﹤0.01%
12,244
+1,225
1719
$127K ﹤0.01%
10,755
-59,864
1720
$126K ﹤0.01%
+10,989
1721
$123K ﹤0.01%
27,648
+435
1722
$122K ﹤0.01%
+15,000
1723
$122K ﹤0.01%
12,843
+965
1724
$121K ﹤0.01%
12,075
-1,077
1725
$118K ﹤0.01%
11,450
67 68
69
70 71