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
$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
1
$222M 4.36%
1,814,488
+50,798
2
$109M 2.14%
340,949
-15,219
3
$99.5M 1.96%
1,404,355
+931,416
4
$82.4M 1.62%
398,707
-170,743
5
$81.9M 1.61%
3,370,209
+960,129
6
$76.2M 1.5%
323,402
-8,685
7
$65.4M 1.29%
422,880
-30,800
8
$62.4M 1.23%
242,668
-182
9
$55.7M 1.1%
140,066
-39,807
10
$53.3M 1.05%
1,402,877
+41,420
11
$52.8M 1.04%
133,121
-13,616
12
$49M 0.96%
959,340
+609,537
13
$48.7M 0.96%
934,850
+49,420
14
$44.6M 0.88%
339,065
+28,587
15
$43.2M 0.85%
379,828
-10,043
16
$39.5M 0.78%
363,995
-68,912
17
$35.9M 0.71%
788,627
+211,459
18
$35.6M 0.7%
296,698
+193,414
19
$33.7M 0.66%
327,260
-13,620
20
$33.4M 0.66%
532,139
-325,948
21
$33.2M 0.65%
154,611
+12,311
22
$32.9M 0.65%
111,692
-7,491
23
$32.2M 0.63%
272,670
+77,603
24
$31.3M 0.62%
249,299
+155,816
25
$30.9M 0.61%
364,216
-164,607
1
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