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
901
$1.52M 0.01%
12,067
+3,106
902
$1.52M 0.01%
+81,828
903
$1.51M 0.01%
31,755
-5,114
904
$1.51M 0.01%
19,494
+189
905
$1.51M 0.01%
11,800
-1,907
906
$1.51M 0.01%
46,175
-799
907
$1.5M 0.01%
12,737
-88,670
908
$1.49M 0.01%
6,013
+230
909
$1.49M 0.01%
24,138
+10,078
910
$1.48M 0.01%
40,022
-2,138
911
$1.47M 0.01%
16,212
-2,666
912
$1.47M 0.01%
23,762
-11,522
913
$1.47M 0.01%
40,169
+16,004
914
$1.46M 0.01%
8,876
+1,578
915
$1.46M 0.01%
70,751
+1,294
916
$1.46M 0.01%
32,287
-4,835
917
$1.46M 0.01%
180,528
-1,143
918
$1.45M 0.01%
45,911
-275
919
$1.45M 0.01%
27,186
-1,392
920
$1.45M 0.01%
70,925
-6,904
921
$1.45M 0.01%
22,592
+415
922
$1.44M 0.01%
29,978
-668
923
$1.44M 0.01%
69,600
+188
924
$1.44M 0.01%
44,861
-428
925
$1.43M 0.01%
15,937
-12,952
35 36
37
38 39