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
1251
$773K 0.01%
71,400
-2,375
1252
$772K 0.01%
77,597
-518
1253
$771K 0.01%
5,046
+217
1254
$770K 0.01%
30,026
-1,122
1255
$768K 0.01%
8,682
-3,365
1256
$768K 0.01%
9,949
-1,199
1257
$767K 0.01%
70,991
+373
1258
$767K 0.01%
8,108
+623
1259
$766K 0.01%
34,670
-1,380
1260
$763K 0.01%
11,967
-1,266
1261
$757K 0.01%
77,215
+1,185
1262
$757K 0.01%
28,303
-5,167
1263
$756K 0.01%
31,136
+14,910
1264
$755K 0.01%
7,296
+1,707
1265
$755K 0.01%
21,583
+9,512
1266
$754K 0.01%
10,501
-6,322
1267
$753K 0.01%
22,545
-13,150
1268
$752K 0.01%
33,183
+183
1269
$751K 0.01%
21,725
+379
1270
$748K 0.01%
8,222
+329
1271
$748K 0.01%
6,539
-5,403
1272
$744K 0.01%
+38,703
1273
$744K 0.01%
1,955
+125
1274
$743K 0.01%
34,984
-112
1275
$742K 0.01%
34,947
+2,642
49 50
51
52 53