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
1276
$742K 0.01%
10,857
-2,248
1277
$739K 0.01%
21,451
-25,569
1278
$738K 0.01%
17,785
+1,079
1279
$736K 0.01%
31,908
+11,328
1280
$736K 0.01%
6,606
+3,102
1281
$735K 0.01%
7,267
-11,118
1282
$734K 0.01%
+29,885
1283
$733K 0.01%
61,520
+24,597
1284
$733K 0.01%
19,672
-853
1285
$730K 0.01%
48,105
-156,847
1286
$727K 0.01%
2,753
+357
1287
$727K 0.01%
3,640
-27
1288
$726K 0.01%
58,956
-1,241
1289
$724K 0.01%
8,051
-405
1290
$722K 0.01%
21,623
+1,233
1291
$722K 0.01%
20,061
+13,951
1292
$719K 0.01%
104,011
+21,750
1293
$718K 0.01%
3,489
-453
1294
$717K 0.01%
2,611
-455
1295
$717K 0.01%
19,574
1296
$715K 0.01%
4,955
+1,266
1297
$714K 0.01%
14,045
+2,286
1298
$713K 0.01%
7,084
-66
1299
$713K 0.01%
19,985
-32,060
1300
$712K 0.01%
64,223
-172
50 51
52
53 54