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
201
$5.65M 0.11%
39,870
-96,672
202
$5.63M 0.11%
87,982
+1,738
203
$5.52M 0.11%
24,680
+1,185
204
$5.52M 0.11%
51,232
+232
205
$5.48M 0.11%
79,908
+40,942
206
$5.48M 0.11%
72,196
-6,529
207
$5.48M 0.11%
18,538
-1,570
208
$5.46M 0.11%
136,531
+462
209
$5.46M 0.11%
82,577
-1,831
210
$5.38M 0.11%
87,461
-171
211
$5.33M 0.1%
68,600
-6,617
212
$5.27M 0.1%
168,453
+33,391
213
$5.27M 0.1%
52,282
+33,767
214
$5.26M 0.1%
40,532
+2,718
215
$5.22M 0.1%
37,524
+5,578
216
$5.21M 0.1%
22,942
-5,134
217
$5.18M 0.1%
152,041
+71,790
218
$5.11M 0.1%
82,156
-8,744
219
$5.07M 0.1%
10,674
-3,538
220
$5.01M 0.1%
72,688
-10,764
221
$5M 0.1%
168,625
+912
222
$5M 0.1%
66,078
+987
223
$4.98M 0.1%
15,087
+905
224
$4.96M 0.1%
91,597
-6,299
225
$4.9M 0.1%
29,167
-5,694
7 8
9
10 11