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
1326
$676K 0.01%
2,017
+125
1327
$674K 0.01%
8,300
+4,639
1328
$674K 0.01%
8,429
-716
1329
$672K 0.01%
73,972
+2,835
1330
$671K 0.01%
+11,860
1331
$671K 0.01%
8,503
+918
1332
$666K 0.01%
8,973
+1,284
1333
$663K 0.01%
12,697
-83
1334
$660K 0.01%
53,220
+564
1335
$660K 0.01%
+30,889
1336
$659K 0.01%
95,676
+24,172
1337
$659K 0.01%
29,801
-1,187
1338
$657K 0.01%
13,377
-91
1339
$656K 0.01%
20,800
-520
1340
$656K 0.01%
+11,624
1341
$656K 0.01%
21,229
+1,366
1342
$654K 0.01%
29,212
-4,761
1343
$653K 0.01%
460
-20
1344
$652K 0.01%
4,065
+2,135
1345
$650K 0.01%
10,980
+3,423
1346
$650K 0.01%
22,519
+7,404
1347
$648K 0.01%
+21,396
1348
$648K 0.01%
20,332
-36,778
1349
$648K 0.01%
+26,871
1350
$648K 0.01%
43,908
+7,230
52 53
54
55 56