Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $91.5B
1-Year Est. Return 19.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.12%
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
+$16.4M
2
+$9.63M
3
+$9.23M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$7.62M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.4M

Top Sells

1
+$9.18M
2
+$8.48M
3
+$8.15M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$7.57M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.26M

Sector Composition

1 Technology 11.07%
2 Healthcare 5.37%
3 Financials 5.14%
4 Consumer Discretionary 4.62%
5 Communication Services 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1751
$72K ﹤0.01%
12,680
-1,858
1752
$70K ﹤0.01%
1,856
1753
$66K ﹤0.01%
14,195
+2,400
1754
$62K ﹤0.01%
18,309
-1,222
1755
$61K ﹤0.01%
+10,000
1756
$61K ﹤0.01%
+278
1757
$60K ﹤0.01%
11,604
+204
1758
$57K ﹤0.01%
15,610
1759
$56K ﹤0.01%
18,224
+2,252
1760
$55K ﹤0.01%
+12,000
1761
$48K ﹤0.01%
+10,000
1762
$41K ﹤0.01%
12,107
+1,023
1763
$40K ﹤0.01%
15,751
-3,000
1764
$38K ﹤0.01%
16,230
1765
$24K ﹤0.01%
+10,400
1766
$16K ﹤0.01%
11,675
1767
$11K ﹤0.01%
10,000
1768
$8K ﹤0.01%
+204
1769
– –
-10,425
1770
– –
-4,263
1771
– –
-3,104
1772
– –
-501
1773
– –
-136,190
1774
– –
-15,580
1775
– –
-3,441
69 70
71
72 73