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
176
$8.13M 0.13%
38,296
-1,045
177
$8.12M 0.13%
154,433
+20,326
178
$8.02M 0.13%
125,205
-15,015
179
$8.01M 0.13%
81,858
-73,702
180
$8M 0.13%
91,838
+5,440
181
$7.92M 0.13%
140,234
+2,122
182
$7.92M 0.13%
37,227
-2,881
183
$7.76M 0.12%
9,248
-26
184
$7.68M 0.12%
125,058
+15,711
185
$7.67M 0.12%
42,722
+8,176
186
$7.57M 0.12%
77,488
+6,066
187
$7.56M 0.12%
329,377
+130,950
188
$7.49M 0.12%
65,276
-2,751
189
$7.46M 0.12%
119,562
+13,642
190
$7.45M 0.12%
116,645
+10,526
191
$7.36M 0.12%
118,734
+2,599
192
$7.33M 0.12%
240,474
+24,967
193
$7.25M 0.12%
202,255
+80,980
194
$7.14M 0.11%
23,048
-2,278
195
$7.13M 0.11%
151,469
+4,980
196
$7.07M 0.11%
104,598
+8,821
197
$7.07M 0.11%
344,316
-3,180
198
$6.96M 0.11%
34,800
+1,785
199
$6.95M 0.11%
82,224
+17,656
200
$6.94M 0.11%
191,159
-13,855
6 7
8
9 10