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
1801
– –
-2,158
1802
– –
-1,042
1803
– –
-5,826
1804
– –
-11,830
1805
– –
-224
1806
– –
-5,245
1807
– –
-3,561
1808
– –
-12,702
1809
– –
-4,318
1810
– –
-339
1811
– –
-11,896
1812
– –
-4,859
1813
– –
-3,151
1814
– –
-3,192
1815
– –
-23,630
1816
– –
-1,885
1817
– –
-4,614
1818
– –
-677
1819
– –
-1,225
1820
– –
-11,756
1821
– –
-5,620
1822
– –
-5,154
1823
– –
-5,084
1824
– –
-16,732
1825
– –
-3,899
71 72
73
74 75