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
1851
– –
-17,511
1852
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-13,488
1853
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-7,177
1854
– –
-9,080
1855
– –
-11,737
1856
– –
-5,260
1857
– –
-5,106
1858
– –
-10,226
1859
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-13,211
1860
– –
-12,315
1861
– –
-20,967
1862
– –
-18,045
1863
– –
-5,442
1864
– –
-90
1865
– –
-789
1866
– –
-3,104
1867
– –
-501
1868
– –
-14,713
1869
– –
-7,889
1870
– –
-10,641
1871
– –
-3,550
1872
– –
-834
1873
– –
-1,402
1874
– –
-4,868
1875
– –
-136,190
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