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
851
$1.75M 0.01%
42,887
-11,389
852
$1.75M 0.01%
59,607
-3,979
853
$1.74M 0.01%
35,287
-963
854
$1.74M 0.01%
62,739
+3,290
855
$1.73M 0.01%
56,151
-1,603
856
$1.73M 0.01%
14,732
+945
857
$1.73M 0.01%
50,842
+1,815
858
$1.72M 0.01%
28,745
+1,360
859
$1.71M 0.01%
22,925
-1,675
860
$1.7M 0.01%
46,869
+33,293
861
$1.7M 0.01%
+61,532
862
$1.69M 0.01%
9,451
-8,380
863
$1.69M 0.01%
15,696
+389
864
$1.69M 0.01%
45,943
-46
865
$1.67M 0.01%
21,365
+10,555
866
$1.67M 0.01%
26,465
+1,323
867
$1.67M 0.01%
128,126
+9,148
868
$1.67M 0.01%
18,099
-361
869
$1.66M 0.01%
6,145
-3,996
870
$1.64M 0.01%
13,544
-579
871
$1.64M 0.01%
60,580
-8,889
872
$1.64M 0.01%
9,173
+634
873
$1.62M 0.01%
24,967
-667
874
$1.62M 0.01%
64,375
-11,555
875
$1.62M 0.01%
31,000
+13,228
33 34
35
36 37