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
$408M
AUM Growth
+$45.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.63M
3
+$1.32M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.27M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.19M

Top Sells

1
+$1.06M
2
+$766K
3
+$603K
4
IGE icon
iShares North American Natural Resources ETF
IGE
+$496K
5
NKE icon
Nike
NKE
+$480K

Sector Composition

1 Healthcare 5.14%
2 Technology 4.77%
3 Industrials 4.76%
4 Consumer Discretionary 4.6%
5 Communication Services 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$622K 0.15%
5,830
+949
177
$620K 0.15%
11,260
+962
178
$617K 0.15%
4,468
+1,235
179
$614K 0.15%
12,216
-18
180
$609K 0.15%
12,554
+1,406
181
$602K 0.15%
17,425
+1,176
182
$602K 0.15%
9,056
+4,630
183
$599K 0.15%
8,049
-787
184
$597K 0.15%
3,203
-2
185
$593K 0.15%
11,553
+6,085
186
$591K 0.14%
13,553
-769
187
$589K 0.14%
20,821
+6,456
188
$584K 0.14%
14,100
+3,861
189
$580K 0.14%
8,583
-30
190
$570K 0.14%
7,314
+1,356
191
$570K 0.14%
12,643
+629
192
$569K 0.14%
+14,264
193
$568K 0.14%
10,474
+1,486
194
$565K 0.14%
10,916
+44
195
$562K 0.14%
4,558
+226
196
$562K 0.14%
13,048
+1,366
197
$559K 0.14%
24,842
+2,046
198
$553K 0.14%
+7,283
199
$552K 0.14%
6,610
-123
200
$542K 0.13%
9,845
+114
6 7
8
9 10