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
1301
$712K 0.01%
3,012
+202
1302
$711K 0.01%
24,147
-1,233
1303
$710K 0.01%
9,927
-13,347
1304
$709K 0.01%
8,923
+1,951
1305
$709K 0.01%
30,776
+280
1306
$708K 0.01%
32,716
-285
1307
$708K 0.01%
32,141
+2,056
1308
$708K 0.01%
16,118
1309
$703K 0.01%
25,973
-5,463
1310
$703K 0.01%
16,924
-9,810
1311
$700K 0.01%
1,757
-133
1312
$700K 0.01%
38,706
-6,639
1313
$699K 0.01%
3,155
-62
1314
$697K 0.01%
16,089
+1,415
1315
$695K 0.01%
14,127
+1,482
1316
$693K 0.01%
+25,718
1317
$692K 0.01%
3,079
+381
1318
$692K 0.01%
50,333
-23,716
1319
$691K 0.01%
34,495
-4,952
1320
$691K 0.01%
20,216
-28,952
1321
$691K 0.01%
12,853
-2,853
1322
$691K 0.01%
60,790
-2,603
1323
$686K 0.01%
51,044
+6,853
1324
$685K 0.01%
8,017
-882
1325
$681K 0.01%
30,758
-10,445
51 52
53
54 55