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
$59.3B
AUM Growth
+$7.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,183
New
Increased
Reduced
Closed

Top Buys

1
+$179M
2
+$121M
3
+$95.6M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$95M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$94.9M

Top Sells

1
+$196M
2
+$70M
3
+$42.7M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$35.6M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$34.3M

Sector Composition

1 Technology 10.41%
2 Financials 4.5%
3 Consumer Discretionary 3.41%
4 Industrials 2.93%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FSCS
4151
First Trust SMID Capital Strength ETF
FSCS
$50.1M
– –
-5,980
CPSO
4152
Calamos S&P 500 Structured Alt Protection ETF - October
CPSO
$27M
– –
-8,486
SHYM
4153
iShares Short Duration High Yield Muni Active ETF
SHYM
$425M
– –
-8,897
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