Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $91.5B
1-Year Est. Return 19.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.12%
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
– –
-12,702
1852
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-4,318
1853
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-339
1854
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-11,896
1855
– –
-4,859
1856
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-2,502
1857
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-1,402
1858
– –
-4,868
1859
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-20,779
1860
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-4,254
1861
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-4,158
1862
– –
-3,151
1863
– –
-3,192
1864
– –
-23,630
1865
– –
-1,885
1866
– –
-4,614
1867
– –
-677
1868
– –
-1,225
1869
– –
-11,756
1870
– –
-5,620
1871
– –
-32,926
1872
– –
-44,816
1873
– –
-10,319
1874
– –
-6,387
1875
– –
-1,562
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