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
876
$1.62M 0.01%
7,854
-284
877
$1.61M 0.01%
36,035
-18,629
878
$1.61M 0.01%
44,769
+1,857
879
$1.61M 0.01%
54,762
-10,352
880
$1.6M 0.01%
34,629
-3,530
881
$1.6M 0.01%
30,839
+1,013
882
$1.6M 0.01%
27,672
-4,219
883
$1.59M 0.01%
5,471
-2,420
884
$1.59M 0.01%
62,723
+45,200
885
$1.59M 0.01%
+116,408
886
$1.59M 0.01%
5,668
+368
887
$1.57M 0.01%
11,372
+1,262
888
$1.57M 0.01%
+42,685
889
$1.57M 0.01%
13,438
+166
890
$1.57M 0.01%
11,537
-879
891
$1.57M 0.01%
76,658
+2,168
892
$1.56M 0.01%
20,375
-18,526
893
$1.55M 0.01%
182,971
-190,478
894
$1.55M 0.01%
27,058
-433
895
$1.55M 0.01%
6,820
-298
896
$1.54M 0.01%
37,749
-6,245
897
$1.54M 0.01%
15,696
-3,329
898
$1.53M 0.01%
54,982
-1,519
899
$1.52M 0.01%
31,244
-17,034
900
$1.52M 0.01%
48,211
-9,174
34 35
36
37 38