Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $59.3B
1-Year Est. Return 16.16%
This Quarter Est. Return
1 Year Est. Return
+16.16%
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
1
$13.7M 3.35%
107,324
+10,347
2
$12.2M 3%
102,748
+20,090
3
$7.27M 1.78%
75,338
+1,872
4
$6.96M 1.71%
194,048
+27,292
5
$6.92M 1.7%
63,243
+11,621
6
$5.66M 1.39%
23,410
-4,384
7
$5.61M 1.38%
92,085
+7,871
8
$5.52M 1.35%
47,373
+2,107
9
$5.25M 1.29%
58,983
+18,320
10
$4.96M 1.22%
36,062
-275
11
$4.96M 1.22%
34,750
+337
12
$4.85M 1.19%
58,530
+3,640
13
$4.71M 1.16%
165,495
+19,647
14
$4.39M 1.08%
231,622
-5,857
15
$4.33M 1.06%
32,807
+345
16
$4.32M 1.06%
33,440
+411
17
$3.82M 0.94%
79,680
+24,912
18
$3.82M 0.94%
28,138
+586
19
$3.52M 0.86%
50,136
+13,831
20
$3.36M 0.82%
30,417
+334
21
$3.34M 0.82%
161,085
+525
22
$3.27M 0.8%
94,245
+16,540
23
$3.15M 0.77%
136,272
+8,969
24
$3M 0.73%
37,479
+263
25
$3M 0.73%
37,189
+4,033
1
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