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
651
$2.82M 0.02%
47,164
-3,078
652
$2.82M 0.02%
85,268
+13,316
653
$2.82M 0.02%
87,690
+14,340
654
$2.81M 0.02%
6,218
+617
655
$2.78M 0.02%
23,518
-433
656
$2.77M 0.02%
48,141
+11,139
657
$2.76M 0.02%
77,570
-247
658
$2.75M 0.02%
127,361
-15,933
659
$2.75M 0.02%
95,316
-2,785
660
$2.75M 0.02%
6,001
+53
661
$2.75M 0.02%
35,496
+7,026
662
$2.74M 0.02%
139,197
+16,085
663
$2.74M 0.02%
72,944
+1,378
664
$2.74M 0.02%
109,017
-7,065
665
$2.73M 0.02%
65,602
+3,446
666
$2.72M 0.02%
143,644
+9,529
667
$2.72M 0.02%
43,155
-11,198
668
$2.72M 0.02%
+57,366
669
$2.72M 0.02%
13,679
-6,005
670
$2.71M 0.02%
33,473
+5,176
671
$2.68M 0.02%
68,637
-11,494
672
$2.68M 0.02%
162,649
+265
673
$2.68M 0.02%
14,707
+1,437
674
$2.68M 0.02%
31,356
-25,991
675
$2.67M 0.02%
46,499
+10,532
25 26
27
28 29