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Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $94B
1-Year Est. Return 20.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.2%
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
1801
– –
-2,647
1802
– –
-11,944
1803
– –
-2,355
1804
– –
-2,471
1805
– –
-10,305
1806
– –
-2,705
1807
– –
-3,020
1808
– –
-6,593
1809
– –
-3,332
1810
– –
-10,847
1811
– –
-17,528
1812
– –
-1,100
1813
– –
-1,283
1814
– –
-56,178
1815
– –
-4,263
1816
– –
-28,503
1817
– –
-5,444
1818
– –
-17,936
1819
– –
-7,177
1820
– –
-9,080
1821
– –
-184,109
1822
– –
-1,300
1823
– –
-2,915
1824
– –
-11,510
1825
– –
-10,425
71 72
73
74 75