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
1101
$1.01M 0.01%
21,284
+1,285
1102
$1,000K 0.01%
18,335
+8,561
1103
$999K 0.01%
28,731
-31,725
1104
$996K 0.01%
37,852
+7,430
1105
$995K 0.01%
21,728
-5,238
1106
$995K 0.01%
6,983
-1,756
1107
$994K 0.01%
9,996
-2,053
1108
$993K 0.01%
40,262
-13,894
1109
$991K 0.01%
11,051
-90
1110
$987K 0.01%
5,913
-444
1111
$986K 0.01%
28,254
+3,946
1112
$979K 0.01%
23,132
+81
1113
$978K 0.01%
86,435
+25,082
1114
$978K 0.01%
27,725
-7,035
1115
$977K 0.01%
36,452
+494
1116
$973K 0.01%
34,240
+20,450
1117
$969K 0.01%
14,013
-563
1118
$967K 0.01%
33,500
-7,022
1119
$967K 0.01%
14,845
-898
1120
$966K 0.01%
16,314
+2,339
1121
$963K 0.01%
18,785
-1,731
1122
$961K 0.01%
5,995
+885
1123
$960K 0.01%
14,687
+3,306
1124
$958K 0.01%
42,841
+1,406
1125
$957K 0.01%
19,165
-3,268
43 44
45
46 47