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
826
$1.88M 0.02%
8,718
+109
827
$1.87M 0.02%
27,861
-4,859
828
$1.87M 0.02%
36,115
+200
829
$1.87M 0.02%
35,549
-6,719
830
$1.86M 0.02%
42,637
+10,847
831
$1.84M 0.02%
31,858
+3,988
832
$1.83M 0.01%
73,592
-6,677
833
$1.83M 0.01%
12,582
-945
834
$1.83M 0.01%
44,683
+1,645
835
$1.82M 0.01%
24,146
-34,968
836
$1.82M 0.01%
135,268
+18,268
837
$1.81M 0.01%
61,638
-4,533
838
$1.81M 0.01%
72,561
-9,138
839
$1.81M 0.01%
20,121
+7,487
840
$1.79M 0.01%
76,397
+1,321
841
$1.79M 0.01%
71,221
+6,436
842
$1.78M 0.01%
37,124
-1,199
843
$1.77M 0.01%
68,631
+38,163
844
$1.77M 0.01%
27,410
-5,662
845
$1.77M 0.01%
48,993
-14,804
846
$1.76M 0.01%
35,667
+2,484
847
$1.76M 0.01%
39,379
+5,218
848
$1.75M 0.01%
16,507
-700
849
$1.75M 0.01%
84,676
-6,996
850
$1.75M 0.01%
1,502
-84
32 33
34
35 36