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
$12.3B
AUM Growth
+$725M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,357
New
Increased
Reduced
Closed

Top Buys

1
+$153M
2
+$78M
3
+$25.5M
4
OEF icon
iShares S&P 100 ETF
OEF
+$24.2M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$17.4M

Top Sells

1
+$117M
2
+$81.2M
3
+$77.7M
4
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$56.7M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$45.9M

Sector Composition

1 Technology 9.19%
2 Financials 4.06%
3 Healthcare 3.55%
4 Consumer Discretionary 3.5%
5 Industrials 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$8.12M 0.07%
64,909
+3,489
277
$8.11M 0.07%
263,818
-18,180
278
$8.1M 0.07%
339,496
+59,014
279
$8.09M 0.07%
62,212
-128
280
$8.07M 0.07%
161,676
+154,245
281
$8.07M 0.07%
52,091
+5,970
282
$8.04M 0.07%
63,506
+20,184
283
$8.04M 0.07%
81,972
+38,419
284
$8M 0.07%
188,226
+2,999
285
$7.97M 0.06%
68,674
+1,528
286
$7.93M 0.06%
277,576
-14,181
287
$7.92M 0.06%
227,415
-17,277
288
$7.92M 0.06%
196,566
+375
289
$7.91M 0.06%
108,221
+5,536
290
$7.86M 0.06%
99,263
+12,083
291
$7.84M 0.06%
23,249
+886
292
$7.84M 0.06%
149,753
-19,251
293
$7.82M 0.06%
90,541
-3,129
294
$7.81M 0.06%
68,453
-2,856
295
$7.76M 0.06%
85,263
-6,524
296
$7.73M 0.06%
276,288
-4,494
297
$7.71M 0.06%
15,088
+3,530
298
$7.7M 0.06%
190,958
-44,085
299
$7.69M 0.06%
136,940
+6,797
300
$7.64M 0.06%
153,193
+43,922
10 11
12
13 14