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
551
$3.68M 0.03%
98,084
+28,640
552
$3.68M 0.03%
6,743
+441
553
$3.68M 0.03%
21,881
-540
554
$3.66M 0.03%
36,915
+14,168
555
$3.65M 0.03%
85,739
-21,968
556
$3.65M 0.03%
1,411
+18
557
$3.64M 0.03%
47,802
-2,022
558
$3.64M 0.03%
58,508
-7,769
559
$3.64M 0.03%
25,512
-3,030
560
$3.63M 0.03%
182,026
+2,481
561
$3.59M 0.03%
89,643
+6,894
562
$3.56M 0.03%
90,461
+332
563
$3.56M 0.03%
54,965
-6,314
564
$3.55M 0.03%
77,736
-385
565
$3.54M 0.03%
+16,633
566
$3.53M 0.03%
182,217
-4,050
567
$3.53M 0.03%
15,997
-47,592
568
$3.51M 0.03%
241,308
+28,789
569
$3.51M 0.03%
11,204
+6,714
570
$3.5M 0.03%
39,167
-17,898
571
$3.49M 0.03%
34,293
+3,760
572
$3.49M 0.03%
73,502
+46,087
573
$3.48M 0.03%
96,052
+53,124
574
$3.48M 0.03%
104,186
+8,021
575
$3.47M 0.03%
35,700
+757
21 22
23
24 25