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
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
– –
-3,441
1770
– –
-28,296
1771
– –
-1,729
1772
– –
-10,144
1773
– –
-28,000
1774
– –
-11,311
1775
– –
-2,471
69 70
71
72 73