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
201
$6.9M 0.11%
188,037
+757
202
$6.86M 0.11%
141,360
+6,850
203
$6.8M 0.11%
140,794
+17,487
204
$6.79M 0.11%
114,283
+967
205
$6.78M 0.11%
69,473
+2,610
206
$6.74M 0.11%
497,531
-31,918
207
$6.71M 0.11%
34,232
-1,344
208
$6.67M 0.11%
63,145
+48,076
209
$6.65M 0.11%
31,094
+3,397
210
$6.65M 0.11%
72,645
+6,253
211
$6.61M 0.11%
105,237
+9,168
212
$6.59M 0.1%
106,806
+1,352
213
$6.56M 0.1%
17,053
+3,464
214
$6.56M 0.1%
19,386
-1,930
215
$6.55M 0.1%
88,613
-5,949
216
$6.42M 0.1%
84,169
+8,095
217
$6.37M 0.1%
24,148
-1,640
218
$6.36M 0.1%
246,992
+25,917
219
$6.36M 0.1%
408,701
+41,799
220
$6.34M 0.1%
42,304
+2,163
221
$6.33M 0.1%
84,071
-3,470
222
$6.3M 0.1%
105,280
+10,669
223
$6.29M 0.1%
42,494
-754
224
$6.24M 0.1%
87,964
+2,230
225
$6.22M 0.1%
66,026
+6,898
7 8
9
10 11