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
151
$7.41M 0.15%
72,654
+14,381
152
$7.35M 0.14%
246,914
+67,582
153
$7.29M 0.14%
29,289
-6,781
154
$7.29M 0.14%
211,433
-83,030
155
$7.26M 0.14%
33,175
-1,525
156
$7.22M 0.14%
197,666
+42,141
157
$7.2M 0.14%
48,807
+10,995
158
$7.12M 0.14%
438,992
-8,960
159
$7.09M 0.14%
53,356
-2,183
160
$7.08M 0.14%
208,009
+199,041
161
$7.08M 0.14%
32,107
+2,184
162
$7.07M 0.14%
41,616
-5,657
163
$7.07M 0.14%
311,367
+2,477
164
$7.07M 0.14%
91,441
-222
165
$7.03M 0.14%
137,379
-2,050
166
$7.02M 0.14%
80,018
-20,930
167
$6.95M 0.14%
82,220
+22,179
168
$6.94M 0.14%
59,416
-3,152
169
$6.83M 0.13%
67,939
-48,261
170
$6.81M 0.13%
81,694
-69,753
171
$6.7M 0.13%
49,653
+7,140
172
$6.68M 0.13%
91,437
+17,308
173
$6.68M 0.13%
315,107
-83,911
174
$6.65M 0.13%
118,994
-6,096
175
$6.61M 0.13%
71,043
-5,456
5 6
7
8 9