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
401
$5.54M 0.05%
+229,140
402
$5.5M 0.04%
74,765
+775
403
$5.48M 0.04%
130,659
-5,022
404
$5.42M 0.04%
25,090
-677
405
$5.39M 0.04%
232,924
+222,871
406
$5.39M 0.04%
81,490
+1,393
407
$5.39M 0.04%
86,003
-61,841
408
$5.38M 0.04%
10,609
+2,113
409
$5.38M 0.04%
56,807
-2,475
410
$5.38M 0.04%
233,058
+44,943
411
$5.36M 0.04%
195,895
+1,931
412
$5.35M 0.04%
104,283
-35,126
413
$5.34M 0.04%
86,247
-9,132
414
$5.33M 0.04%
216,104
-34,444
415
$5.33M 0.04%
116,657
-7,443
416
$5.32M 0.04%
65,515
-1,510
417
$5.32M 0.04%
113,162
-7,675
418
$5.29M 0.04%
17,361
-33,028
419
$5.26M 0.04%
136,390
+2,490
420
$5.24M 0.04%
216,701
-13,324
421
$5.24M 0.04%
188,028
-637
422
$5.21M 0.04%
145,210
-4,897
423
$5.2M 0.04%
93,518
-1,560
424
$5.2M 0.04%
38,648
+31,060
425
$5.12M 0.04%
104,149
+3,726
15 16
17
18 19