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
676
$2.67M 0.02%
57,890
+2,191
677
$2.67M 0.02%
11,125
-2,836
678
$2.64M 0.02%
+95,935
679
$2.63M 0.02%
14,124
+688
680
$2.62M 0.02%
12,019
+2,287
681
$2.62M 0.02%
66,778
-13,770
682
$2.6M 0.02%
70,197
-16,590
683
$2.6M 0.02%
62,678
+619
684
$2.59M 0.02%
51,226
-1,006
685
$2.59M 0.02%
79,372
-13,608
686
$2.58M 0.02%
44,885
+5,023
687
$2.57M 0.02%
78,218
-6,521
688
$2.57M 0.02%
59,825
+7,285
689
$2.57M 0.02%
277,948
+36,194
690
$2.57M 0.02%
51,637
-12,207
691
$2.57M 0.02%
16,520
+247
692
$2.56M 0.02%
50,760
-53,920
693
$2.55M 0.02%
264,140
+6,488
694
$2.52M 0.02%
82,842
+24,112
695
$2.51M 0.02%
79,373
+14,935
696
$2.51M 0.02%
17,854
-1,850
697
$2.51M 0.02%
40,504
+10,319
698
$2.5M 0.02%
64,678
+2,462
699
$2.5M 0.02%
18,952
-415
700
$2.5M 0.02%
75,063
+7,825
26 27
28
29 30