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
1726
$118K ﹤0.01%
2,274
+299
1727
$116K ﹤0.01%
21,579
-2,199
1728
$113K ﹤0.01%
10,500
+3,437
1729
$112K ﹤0.01%
+444
1730
$112K ﹤0.01%
15,974
+5,254
1731
$108K ﹤0.01%
10,360
-14,113
1732
$106K ﹤0.01%
+10,548
1733
$104K ﹤0.01%
+12,880
1734
$100K ﹤0.01%
11,333
+516
1735
$99K ﹤0.01%
+26,241
1736
$99K ﹤0.01%
16,846
-1,682
1737
$96K ﹤0.01%
+10,224
1738
$94K ﹤0.01%
17,652
1739
$93K ﹤0.01%
10,823
1740
$91K ﹤0.01%
5,368
-8,513
1741
$90K ﹤0.01%
27
-8
1742
$90K ﹤0.01%
3,606
-775
1743
$88K ﹤0.01%
12,475
+1,200
1744
$88K ﹤0.01%
13,800
1745
$84K ﹤0.01%
14,216
+312
1746
$83K ﹤0.01%
16,040
+400
1747
$80K ﹤0.01%
12,195
-613
1748
$79K ﹤0.01%
32,067
+20
1749
$74K ﹤0.01%
+18,734
1750
$73K ﹤0.01%
4,000
68 69
70
71 72