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
751
$2.25M 0.02%
48,324
+1,753
752
$2.24M 0.02%
75,189
-184
753
$2.24M 0.02%
10,310
-97
754
$2.23M 0.02%
105,399
+18,723
755
$2.22M 0.02%
56,705
-1,338
756
$2.22M 0.02%
68,069
-4,845
757
$2.22M 0.02%
72,197
+54,284
758
$2.2M 0.02%
61,353
+166
759
$2.2M 0.02%
21,758
-1,121
760
$2.2M 0.02%
28,323
-1,493
761
$2.19M 0.02%
46,302
+13,987
762
$2.19M 0.02%
55,450
+1,951
763
$2.19M 0.02%
66,942
+842
764
$2.19M 0.02%
99,291
+7,930
765
$2.18M 0.02%
27,082
-471
766
$2.17M 0.02%
4
767
$2.16M 0.02%
93,667
-1,442
768
$2.16M 0.02%
24,570
+1,885
769
$2.15M 0.02%
23,804
-9,626
770
$2.14M 0.02%
93,277
+7,536
771
$2.13M 0.02%
2,108
+177
772
$2.13M 0.02%
62,966
+21,261
773
$2.12M 0.02%
25,472
+19
774
$2.12M 0.02%
15,490
+8,509
775
$2.11M 0.02%
25,054
+12,405
29 30
31
32 33