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
1151
$909K 0.01%
4,079
+23
1152
$908K 0.01%
6,459
+3,600
1153
$907K 0.01%
+9,401
1154
$905K 0.01%
27,647
+2,192
1155
$904K 0.01%
31,354
-3,891
1156
$902K 0.01%
31,381
-973
1157
$899K 0.01%
32,533
+9,709
1158
$897K 0.01%
57,628
-22,456
1159
$897K 0.01%
33,665
+8,167
1160
$895K 0.01%
2,866
-206
1161
$895K 0.01%
21,467
-1,640
1162
$895K 0.01%
10,974
+7,769
1163
$895K 0.01%
20,473
-29,152
1164
$894K 0.01%
37,828
-448
1165
$894K 0.01%
44,544
-5,622
1166
$891K 0.01%
25,865
-600
1167
$890K 0.01%
178,394
+127,989
1168
$888K 0.01%
12,836
+33
1169
$887K 0.01%
16,092
-4,830
1170
$885K 0.01%
+37,070
1171
$881K 0.01%
38,876
-4,844
1172
$880K 0.01%
40,669
+2,673
1173
$878K 0.01%
8,870
-120,247
1174
$877K 0.01%
129,728
+110,770
1175
$875K 0.01%
20,038
+1,019
45 46
47
48 49