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
$408M
AUM Growth
+$45.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.63M
3
+$1.32M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.27M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.19M

Top Sells

1
+$1.06M
2
+$766K
3
+$603K
4
IGE icon
iShares North American Natural Resources ETF
IGE
+$496K
5
NKE icon
Nike
NKE
+$480K

Sector Composition

1 Healthcare 5.14%
2 Technology 4.77%
3 Industrials 4.76%
4 Consumer Discretionary 4.6%
5 Communication Services 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$733K 0.18%
8,889
+537
152
$730K 0.18%
12,216
+1,837
153
$728K 0.18%
5,165
+103
154
$726K 0.18%
20,708
+1,120
155
$726K 0.18%
11,279
-1,893
156
$718K 0.18%
11,048
157
$715K 0.18%
28,843
+9,613
158
$707K 0.17%
4,169
+487
159
$703K 0.17%
51,298
+11,036
160
$700K 0.17%
88,640
+45,200
161
$692K 0.17%
8,615
+309
162
$687K 0.17%
9,327
+1,565
163
$681K 0.17%
7,502
+1,055
164
$679K 0.17%
8,173
-1,125
165
$674K 0.17%
12,263
+3,439
166
$669K 0.16%
11,887
-51
167
$668K 0.16%
16,362
+3,831
168
$667K 0.16%
12,684
+1,234
169
$664K 0.16%
5,862
+993
170
$654K 0.16%
6,063
-23
171
$648K 0.16%
14,529
+476
172
$639K 0.16%
14,748
+3,206
173
$634K 0.16%
4,474
174
$634K 0.16%
+23,595
175
$633K 0.16%
11,429
+2,626
5 6
7
8 9