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
451
$4.76M 0.04%
10,105
-2,455
452
$4.76M 0.04%
128,987
+4,520
453
$4.74M 0.04%
58,921
+5,442
454
$4.74M 0.04%
109,482
-24,141
455
$4.71M 0.04%
115,810
-5,110
456
$4.7M 0.04%
165,330
+63,390
457
$4.66M 0.04%
6,691
+610
458
$4.66M 0.04%
152,276
-1,121
459
$4.64M 0.04%
141,033
-415
460
$4.61M 0.04%
88,531
-2,197
461
$4.6M 0.04%
20,477
-2,743
462
$4.6M 0.04%
161,480
+24,525
463
$4.6M 0.04%
91,443
+9,983
464
$4.6M 0.04%
39,521
+2,017
465
$4.59M 0.04%
110,319
-1,649
466
$4.58M 0.04%
67,580
+58,094
467
$4.58M 0.04%
196,843
+113,737
468
$4.58M 0.04%
177,885
-2,926
469
$4.57M 0.04%
110,943
+12,535
470
$4.54M 0.04%
133,537
-3,485
471
$4.53M 0.04%
71,550
+12,405
472
$4.53M 0.04%
34,033
-1,667
473
$4.51M 0.04%
221,280
-11,074
474
$4.49M 0.04%
48,677
-116,381
475
$4.49M 0.04%
23,497
-54,785
17 18
19
20 21