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
926
$1.43M 0.01%
24,448
-11,212
927
$1.43M 0.01%
17,848
-2,669
928
$1.43M 0.01%
5,535
-246
929
$1.43M 0.01%
9,561
-2,454
930
$1.43M 0.01%
44,038
-4,072
931
$1.42M 0.01%
46,998
-2,474
932
$1.42M 0.01%
12,300
+1,578
933
$1.41M 0.01%
6,225
-326
934
$1.41M 0.01%
40,211
-11,555
935
$1.4M 0.01%
8,801
+911
936
$1.39M 0.01%
32,221
-7,050
937
$1.39M 0.01%
54,544
-11,676
938
$1.39M 0.01%
26,505
-1,775
939
$1.39M 0.01%
266,060
-28,791
940
$1.39M 0.01%
10,024
-18,245
941
$1.39M 0.01%
15,733
+8,083
942
$1.39M 0.01%
4,104
-135
943
$1.38M 0.01%
4,871
+171
944
$1.36M 0.01%
15,701
-2,292
945
$1.36M 0.01%
1,258,651
-125,955
946
$1.36M 0.01%
41,963
+5,715
947
$1.36M 0.01%
27,162
+13,306
948
$1.36M 0.01%
47,448
+30,471
949
$1.35M 0.01%
39,057
-30,423
950
$1.34M 0.01%
24,004
+2,910
36 37
38
39 40