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
201
$541K 0.13%
2,351
+780
202
$536K 0.13%
9,046
+2,466
203
$531K 0.13%
21,483
+5,783
204
$531K 0.13%
9,599
+1,921
205
$530K 0.13%
5,011
+11
206
$529K 0.13%
3,078
+511
207
$527K 0.13%
9,463
+3,656
208
$526K 0.13%
8,510
-7,164
209
$525K 0.13%
20,618
-4,969
210
$521K 0.13%
4,868
+186
211
$519K 0.13%
106,900
+40,900
212
$513K 0.13%
13,432
+2,770
213
$511K 0.13%
2,572
+125
214
$511K 0.13%
6,507
-507
215
$505K 0.12%
5,721
-809
216
$504K 0.12%
3,928
+442
217
$504K 0.12%
9,693
+1,157
218
$498K 0.12%
4,612
-525
219
$496K 0.12%
48,759
220
$488K 0.12%
8,797
-2,950
221
$488K 0.12%
3,444
+300
222
$471K 0.12%
9,262
+1,472
223
$465K 0.11%
31,180
-14,850
224
$461K 0.11%
16,210
+220
225
$458K 0.11%
3,111
+185
7 8
9
10 11