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
726
$2.36M 0.02%
43,681
+77
727
$2.35M 0.02%
43,336
+1,788
728
$2.35M 0.02%
27,371
+5,915
729
$2.35M 0.02%
98,650
-12,191
730
$2.35M 0.02%
72,881
-8,520
731
$2.34M 0.02%
36,552
-40,521
732
$2.33M 0.02%
152,169
-74,900
733
$2.32M 0.02%
17,094
+2,386
734
$2.32M 0.02%
50,492
+29,289
735
$2.32M 0.02%
1,477
-434
736
$2.32M 0.02%
16,052
-8,350
737
$2.32M 0.02%
109,486
-8,911
738
$2.32M 0.02%
44,202
+13,215
739
$2.31M 0.02%
38,380
+929
740
$2.31M 0.02%
63,274
-11,646
741
$2.3M 0.02%
66,613
-1,660
742
$2.29M 0.02%
11,140
-1,322
743
$2.29M 0.02%
262,794
-22,318
744
$2.28M 0.02%
247,828
-32,061
745
$2.28M 0.02%
98,250
-8,370
746
$2.26M 0.02%
125,993
+11,572
747
$2.26M 0.02%
118,019
-8,678
748
$2.26M 0.02%
58,684
+53,255
749
$2.25M 0.02%
21,509
-95
750
$2.25M 0.02%
16,424
+8,333
28 29
30
31 32