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
976
$1.26M 0.01%
3,541
+307
977
$1.26M 0.01%
48,971
+7,670
978
$1.25M 0.01%
10,286
-257
979
$1.24M 0.01%
7,574
+1,661
980
$1.24M 0.01%
13,088
+5,676
981
$1.24M 0.01%
109,179
-11,174
982
$1.24M 0.01%
3,502
-174
983
$1.23M 0.01%
17,074
-785,994
984
$1.23M 0.01%
36,842
-1,244
985
$1.23M 0.01%
67,712
+2,585
986
$1.22M 0.01%
24,530
+547
987
$1.22M 0.01%
6,052
+590
988
$1.22M 0.01%
33,856
-3,200
989
$1.22M 0.01%
65,525
-6,892
990
$1.21M 0.01%
22,899
+2,487
991
$1.21M 0.01%
11,292
+3,675
992
$1.21M 0.01%
26,033
-10,608
993
$1.21M 0.01%
44,864
+28,574
994
$1.21M 0.01%
21,774
+3,433
995
$1.21M 0.01%
9,233
+96
996
$1.21M 0.01%
33,183
-6,641
997
$1.21M 0.01%
16,235
-742
998
$1.21M 0.01%
+49,084
999
$1.2M 0.01%
44,990
+3,836
1000
$1.2M 0.01%
57,753
-9,185
38 39
40
41 42