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
151
$9.3M 0.15%
64,059
+3,042
152
$9.27M 0.15%
176,616
-13,532
153
$9.27M 0.15%
92,033
-19,077
154
$9.16M 0.15%
69,505
+11,617
155
$9.07M 0.14%
218,861
-38,421
156
$9.06M 0.14%
23,975
-16,025
157
$8.96M 0.14%
173,411
+12,376
158
$8.85M 0.14%
199,374
+12,005
159
$8.8M 0.14%
102,437
-561
160
$8.65M 0.14%
67,174
+4,674
161
$8.62M 0.14%
13,846
+811
162
$8.59M 0.14%
185,124
+7,457
163
$8.55M 0.14%
334,034
-1,272
164
$8.54M 0.14%
46,883
+1,551
165
$8.5M 0.14%
285,947
-2,155
166
$8.38M 0.13%
96,327
-176
167
$8.37M 0.13%
452,184
-2,640
168
$8.36M 0.13%
141,274
-11,800
169
$8.31M 0.13%
214,194
+3,848
170
$8.29M 0.13%
118,145
+817
171
$8.28M 0.13%
47,156
+14,407
172
$8.22M 0.13%
14,389
+1,980
173
$8.2M 0.13%
383,795
-8,856
174
$8.15M 0.13%
248,332
+41,221
175
$8.14M 0.13%
264,768
+13,436
5 6
7
8 9