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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
1851
– –
-224
1852
– –
-5,245
1853
– –
-3,561
1854
– –
-12,702
1855
– –
-4,318
1856
– –
-339
1857
– –
-11,896
1858
– –
-4,859
1859
– –
-2,502
1860
– –
-1,402
1861
– –
-4,868
1862
– –
-136,190
1863
– –
-15,580
1864
– –
-20,779
1865
– –
-4,254
1866
– –
-4,158
1867
– –
-3,151
1868
– –
-3,192
1869
– –
-23,630
1870
– –
-1,225
1871
– –
-11,756
1872
– –
-5,620
1873
– –
-32,926
1874
– –
-10,319
1875
– –
-6,387
72 73 74
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