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
626
$2.99M 0.02%
235,036
-16,913
627
$2.99M 0.02%
12,255
-1,780
628
$2.99M 0.02%
112,163
+11,558
629
$2.98M 0.02%
116,242
+994
630
$2.97M 0.02%
18,677
+578
631
$2.97M 0.02%
125,870
-1,784
632
$2.97M 0.02%
223,392
-279,526
633
$2.96M 0.02%
73,554
-5,999
634
$2.96M 0.02%
70,114
-7,355
635
$2.95M 0.02%
93,643
+5,699
636
$2.94M 0.02%
33,408
+12,069
637
$2.94M 0.02%
49,872
-5,340
638
$2.92M 0.02%
164,520
-2,242
639
$2.89M 0.02%
47,295
-3,058
640
$2.89M 0.02%
116,274
+53,422
641
$2.87M 0.02%
20,966
-64,993
642
$2.85M 0.02%
12,676
-6,858
643
$2.84M 0.02%
86,802
-5,587
644
$2.84M 0.02%
91,032
+63,739
645
$2.84M 0.02%
146,399
-288,734
646
$2.84M 0.02%
61,645
+2,700
647
$2.83M 0.02%
5,099
-302
648
$2.83M 0.02%
79,142
+37,800
649
$2.83M 0.02%
11,596
+533
650
$2.83M 0.02%
88,070
-2,878
24 25
26
27 28