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
1051
$1.12M 0.01%
32,074
-11,155
1052
$1.11M 0.01%
18,318
-1,047
1053
$1.11M 0.01%
+15,406
1054
$1.11M 0.01%
24,630
-5,281
1055
$1.11M 0.01%
36,166
-19,020
1056
$1.1M 0.01%
52,041
+1,421
1057
$1.1M 0.01%
26,860
+5,017
1058
$1.1M 0.01%
29,083
+6,749
1059
$1.1M 0.01%
36,780
+3,487
1060
$1.09M 0.01%
23,905
+215
1061
$1.09M 0.01%
16,807
+755
1062
$1.08M 0.01%
8,384
+1,154
1063
$1.08M 0.01%
36,409
+957
1064
$1.08M 0.01%
8,006
-2,099
1065
$1.08M 0.01%
45,651
+19,730
1066
$1.07M 0.01%
18,881
+333
1067
$1.07M 0.01%
9,398
+389
1068
$1.07M 0.01%
54,429
-426
1069
$1.07M 0.01%
12,164
-1,260
1070
$1.07M 0.01%
8,943
-2,201
1071
$1.07M 0.01%
6,926
-433
1072
$1.07M 0.01%
3,038
+78
1073
$1.07M 0.01%
59,282
-8,925
1074
$1.07M 0.01%
14,148
-1,147
1075
$1.07M 0.01%
12,898
+302
41 42
43
44 45