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
801
$1.98M 0.02%
+44,366
802
$1.97M 0.02%
12,716
-1,629
803
$1.97M 0.02%
71,033
-9,855
804
$1.96M 0.02%
28,277
-1,407
805
$1.96M 0.02%
153,392
+62,111
806
$1.96M 0.02%
25,807
+2,785
807
$1.96M 0.02%
23,969
-790
808
$1.96M 0.02%
38,804
+7,790
809
$1.95M 0.02%
122,353
+8,272
810
$1.95M 0.02%
24,946
+16,328
811
$1.95M 0.02%
98,604
-13,804
812
$1.94M 0.02%
6,256
+1,187
813
$1.93M 0.02%
48,083
+1,240
814
$1.92M 0.02%
75,892
+18,322
815
$1.91M 0.02%
41,324
+28,352
816
$1.91M 0.02%
238,230
+2,834
817
$1.91M 0.02%
37,070
+17,167
818
$1.9M 0.02%
40,458
+5,204
819
$1.9M 0.02%
9,981
+693
820
$1.9M 0.02%
17,372
-502
821
$1.9M 0.02%
113,643
-23,210
822
$1.89M 0.02%
8,981
-919
823
$1.89M 0.02%
86,640
-378,689
824
$1.89M 0.02%
14,924
+941
825
$1.88M 0.02%
3,329
-660
31 32
33
34 35