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
951
$1.33M 0.01%
28,863
+2,736
952
$1.33M 0.01%
15,894
-7,306
953
$1.33M 0.01%
24,709
-218
954
$1.32M 0.01%
27,077
-3,610
955
$1.32M 0.01%
23,023
+661
956
$1.32M 0.01%
59,804
+1,571
957
$1.32M 0.01%
27,992
+8,430
958
$1.32M 0.01%
36,179
-1,868
959
$1.3M 0.01%
6,935
+642
960
$1.3M 0.01%
19,187
+434
961
$1.29M 0.01%
42,983
+18,859
962
$1.29M 0.01%
52,351
+2,316
963
$1.29M 0.01%
38,200
-1,768
964
$1.29M 0.01%
12,808
-7,790
965
$1.28M 0.01%
6,830
-275
966
$1.28M 0.01%
44,365
-6
967
$1.28M 0.01%
18,257
+1,746
968
$1.28M 0.01%
88,703
+59,717
969
$1.28M 0.01%
7,477
-2,734
970
$1.28M 0.01%
9,731
+782
971
$1.28M 0.01%
67,851
+30,114
972
$1.27M 0.01%
39,027
-9,874
973
$1.27M 0.01%
21,745
+439
974
$1.27M 0.01%
+56,640
975
$1.27M 0.01%
2,006
+225
37 38
39
40 41