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
$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
Industrial Select Sector SPDR Fund
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
1
$261M 4.15%
1,844,670
-189
2
$120M 1.91%
335,079
-13,028
3
$120M 1.9%
4,836,945
+646,578
4
$111M 1.76%
1,479,377
+8,387
5
$96.3M 1.53%
433,507
-6,448
6
$95.9M 1.53%
340,188
-1,028
7
$89M 1.42%
206,689
+16,705
8
$78.1M 1.24%
475,260
+4,860
9
$75.4M 1.2%
259,751
+2,382
10
$61.6M 0.98%
143,482
+14,244
11
$61.4M 0.98%
1,565,918
+57,858
12
$55.2M 0.88%
407,513
+10,835
13
$52.6M 0.84%
1,039,697
+150,140
14
$50.9M 0.81%
968,120
+22,135
15
$47.8M 0.76%
357,920
-10,420
16
$46.4M 0.74%
425,150
+28,480
17
$43M 0.68%
679,960
+19,378
18
$41.6M 0.66%
362,278
-33,780
19
$41.6M 0.66%
122,527
+829
20
$36.8M 0.58%
224,646
+4,594
21
$36.4M 0.58%
369,939
+56,541
22
$35.9M 0.57%
303,906
+606
23
$35.6M 0.57%
416,532
-43,949
24
$34.2M 0.54%
580,909
+40,070
25
$34M 0.54%
715,608
-141,643
1
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