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
426
$5.11M 0.04%
236,659
+17,185
427
$5.07M 0.04%
86,806
+57,287
428
$5.06M 0.04%
74,279
-1,686
429
$5.05M 0.04%
25,609
+228
430
$5.01M 0.04%
+50,955
431
$5.01M 0.04%
142,277
-29,877
432
$4.99M 0.04%
76,615
-17,712
433
$4.99M 0.04%
37,555
-550
434
$4.99M 0.04%
83,632
-8,272
435
$4.96M 0.04%
47,993
+2,693
436
$4.96M 0.04%
48,704
+6,088
437
$4.95M 0.04%
90,227
-7,590
438
$4.93M 0.04%
204,442
-428,646
439
$4.92M 0.04%
91,421
+1,498
440
$4.92M 0.04%
122,369
-57,953
441
$4.91M 0.04%
160,495
-486
442
$4.91M 0.04%
10,028
-743
443
$4.89M 0.04%
762,231
-83,252
444
$4.89M 0.04%
20,483
+998
445
$4.82M 0.04%
167,614
+32,076
446
$4.81M 0.04%
184,075
+15,573
447
$4.8M 0.04%
19,912
+494
448
$4.78M 0.04%
21,187
-321
449
$4.78M 0.04%
31,435
+2,400
450
$4.77M 0.04%
27,394
-11,370
16 17
18
19 20