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
1376
$624K 0.01%
10,380
-3,195
1377
$621K 0.01%
36,384
-7,017
1378
$620K 0.01%
24,232
+4,232
1379
$619K 0.01%
3,790
-571
1380
$619K 0.01%
109,196
-33,352
1381
$619K 0.01%
11,419
+5,841
1382
$618K 0.01%
13,896
-1,328
1383
$617K 0.01%
12,392
-5,083
1384
$615K 0.01%
19,606
-1,265
1385
$614K 0.01%
25,397
+1,752
1386
$614K 0.01%
4,199
+411
1387
$610K 0.01%
16,335
-250
1388
$609K ﹤0.01%
1,477
+77
1389
$608K ﹤0.01%
52,299
-3,724
1390
$607K ﹤0.01%
32,874
-1,683
1391
$606K ﹤0.01%
32,025
-10,680
1392
$603K ﹤0.01%
17,270
-844
1393
$602K ﹤0.01%
9,348
+96
1394
$601K ﹤0.01%
18,682
-2,709
1395
$600K ﹤0.01%
1,661
+106
1396
$600K ﹤0.01%
7,459
-2,253
1397
$599K ﹤0.01%
15,328
-6,116
1398
$597K ﹤0.01%
5,797
-859
1399
$596K ﹤0.01%
18,184
+4,852
1400
$593K ﹤0.01%
7,632
+10
54 55
56
57 58