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
576
$3.47M 0.03%
295,513
+40,801
577
$3.46M 0.03%
95,878
+7,761
578
$3.45M 0.03%
360,329
-23,660
579
$3.45M 0.03%
26,914
-277
580
$3.44M 0.03%
70,154
+6,308
581
$3.43M 0.03%
102,205
-2,745
582
$3.41M 0.03%
158,327
+55,160
583
$3.41M 0.03%
92,889
-13,848
584
$3.38M 0.03%
64,973
-34,687
585
$3.38M 0.03%
12,328
-2,239
586
$3.37M 0.03%
83,020
-57,151
587
$3.37M 0.03%
95,931
+2,086
588
$3.36M 0.03%
42,139
-4,529
589
$3.36M 0.03%
38,168
-2,035
590
$3.34M 0.03%
3,798
+118
591
$3.32M 0.03%
80,977
-19,334
592
$3.31M 0.03%
28,980
-1,728
593
$3.3M 0.03%
77,513
+2,749
594
$3.29M 0.03%
55,736
-4,051
595
$3.27M 0.03%
94,777
-12,402
596
$3.26M 0.03%
50,175
+3,585
597
$3.26M 0.03%
50,960
-2,581
598
$3.25M 0.03%
141,259
+20,642
599
$3.24M 0.03%
97,312
+10,756
600
$3.22M 0.03%
27,495
-97,993
22 23
24
25 26