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
1226
$815K 0.01%
21,072
+861
1227
$812K 0.01%
18,607
-323
1228
$811K 0.01%
35,632
-585
1229
$810K 0.01%
23,520
+2,441
1230
$809K 0.01%
17,282
+1,252
1231
$804K 0.01%
3,168
-620
1232
$802K 0.01%
27,588
+11,833
1233
$801K 0.01%
34,500
+15,117
1234
$798K 0.01%
27,646
+16,888
1235
$794K 0.01%
29,823
-714
1236
$792K 0.01%
33,101
+4,233
1237
$791K 0.01%
7,293
-5,722
1238
$790K 0.01%
10,222
-1,457
1239
$790K 0.01%
44,002
+12,629
1240
$790K 0.01%
53,391
-47,434
1241
$788K 0.01%
6,193
-575
1242
$784K 0.01%
9,038
+3,841
1243
$782K 0.01%
18,886
-1,488
1244
$781K 0.01%
46,842
-12,647
1245
$781K 0.01%
13,783
-966
1246
$779K 0.01%
20,553
-21,112
1247
$777K 0.01%
13,449
-78
1248
$777K 0.01%
19,582
+569
1249
$776K 0.01%
1,856
-27
1250
$775K 0.01%
31,656
-9,382
48 49
50
51 52