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
476
$4.46M 0.04%
129,733
+3,486
477
$4.44M 0.04%
84,548
-800
478
$4.43M 0.04%
61,556
-37
479
$4.41M 0.04%
54,370
+8,980
480
$4.41M 0.04%
232,572
-10,367
481
$4.4M 0.04%
91,933
+84,985
482
$4.39M 0.04%
104,576
+71,249
483
$4.39M 0.04%
30,767
+1,073
484
$4.37M 0.04%
36,669
-2,300
485
$4.36M 0.04%
47,108
-17,647
486
$4.35M 0.04%
234,106
-5,445
487
$4.34M 0.04%
86,286
+3,716
488
$4.33M 0.04%
41,106
-148,164
489
$4.33M 0.04%
22,483
+2,783
490
$4.33M 0.04%
303,262
+6,908
491
$4.31M 0.04%
17,846
-1,033
492
$4.3M 0.03%
110,285
+88,011
493
$4.29M 0.03%
88,558
-18,815
494
$4.27M 0.03%
41,413
-23,438
495
$4.25M 0.03%
174,213
-3,844
496
$4.25M 0.03%
54,511
+4,738
497
$4.23M 0.03%
160,565
-56,544
498
$4.22M 0.03%
137,995
-3,784
499
$4.21M 0.03%
95,378
-3,701
500
$4.21M 0.03%
36,929
-4,853
18 19
20
21 22