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
$5.08B
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,737
New
Increased
Reduced
Closed

Top Buys

1
+$66M
2
+$31.1M
3
+$23.3M
4
ABT icon
Abbott
ABT
+$23.2M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$19.6M

Top Sells

1
+$45.9M
2
+$35.3M
3
+$20.4M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$19.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$15.8M

Sector Composition

1 Technology 10.64%
2 Healthcare 5.26%
3 Financials 4.91%
4 Consumer Discretionary 4.57%
5 Communication Services 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$6.52M 0.13%
109,460
+12,410
177
$6.51M 0.13%
346,158
+20,014
178
$6.49M 0.13%
110,061
+12,801
179
$6.45M 0.13%
125,156
-202,918
180
$6.42M 0.13%
104,438
-6,617
181
$6.39M 0.13%
102,783
-8,075
182
$6.38M 0.13%
163,335
-16,728
183
$6.32M 0.12%
59,772
+56,249
184
$6.31M 0.12%
93,876
+570
185
$6.31M 0.12%
114,588
-55,224
186
$6.31M 0.12%
96,441
+3,039
187
$6.29M 0.12%
86,223
-13,811
188
$6.24M 0.12%
91,327
-4,181
189
$6.05M 0.12%
28,550
-1,657
190
$6.03M 0.12%
80,916
-878
191
$6M 0.12%
188,799
-19,603
192
$5.96M 0.12%
128,480
-10,500
193
$5.91M 0.12%
48,552
-15,405
194
$5.9M 0.12%
84,048
+10,864
195
$5.89M 0.12%
106,518
+4,244
196
$5.86M 0.12%
121,637
-4,298
197
$5.77M 0.11%
65,365
-905
198
$5.76M 0.11%
25,175
-2,637
199
$5.76M 0.11%
59,632
-3,799
200
$5.69M 0.11%
332,408
+284,708
6 7
8
9 10