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
701
$2.49M 0.02%
47,014
+779
702
$2.49M 0.02%
145,002
+29,858
703
$2.47M 0.02%
145,944
+9,756
704
$2.47M 0.02%
32,253
+249
705
$2.47M 0.02%
67,886
+4,885
706
$2.46M 0.02%
33,645
-965
707
$2.44M 0.02%
51,185
-200
708
$2.43M 0.02%
37,704
-6,265
709
$2.43M 0.02%
+66,006
710
$2.43M 0.02%
99,874
+89,625
711
$2.42M 0.02%
43,071
+19,618
712
$2.42M 0.02%
55,473
-9,963
713
$2.41M 0.02%
6,165
+21
714
$2.41M 0.02%
18,747
-869
715
$2.41M 0.02%
30,616
-2,516
716
$2.41M 0.02%
18,714
+11,089
717
$2.4M 0.02%
30,274
-284
718
$2.4M 0.02%
74,881
-144,775
719
$2.4M 0.02%
36,112
-1,856
720
$2.39M 0.02%
31,957
+4,819
721
$2.38M 0.02%
18,387
+182
722
$2.38M 0.02%
36,199
-1,868
723
$2.37M 0.02%
48,826
+5,282
724
$2.36M 0.02%
26,279
-831
725
$2.36M 0.02%
74,992
-5,632
27 28
29
30 31