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
776
$2.09M 0.02%
71,253
+1,462
777
$2.09M 0.02%
111,957
-7,694
778
$2.08M 0.02%
45,466
-450
779
$2.07M 0.02%
71,597
-1,570
780
$2.07M 0.02%
12,245
+2,348
781
$2.07M 0.02%
72,277
-2,992
782
$2.07M 0.02%
9,767
-78
783
$2.06M 0.02%
10,162
-3,150
784
$2.06M 0.02%
+45,484
785
$2.05M 0.02%
8,875
-429
786
$2.05M 0.02%
58,514
+34,895
787
$2.05M 0.02%
23,920
-2,068
788
$2.04M 0.02%
2,532
-32
789
$2.03M 0.02%
95,332
+82,876
790
$2.03M 0.02%
217,377
+8,029
791
$2.03M 0.02%
56,093
-4,204
792
$2.03M 0.02%
25,752
-7,336
793
$2.02M 0.02%
14,441
+256
794
$2.02M 0.02%
40,495
+2,702
795
$2M 0.02%
6,940
-559
796
$2M 0.02%
120,687
+16,733
797
$1.99M 0.02%
10,494
-53,427
798
$1.99M 0.02%
39,095
-3,507
799
$1.99M 0.02%
28,415
-46,491
800
$1.99M 0.02%
14,585
-2,379
30 31
32
33 34