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
1426
$565K ﹤0.01%
17,805
-245
1427
$565K ﹤0.01%
6,183
-3
1428
$564K ﹤0.01%
22,259
-1,986
1429
$564K ﹤0.01%
24,102
+4,043
1430
$561K ﹤0.01%
10,544
-385
1431
$560K ﹤0.01%
+4,210
1432
$558K ﹤0.01%
28,194
+1,543
1433
$557K ﹤0.01%
36,011
+6,666
1434
$557K ﹤0.01%
4,066
-5,340
1435
$556K ﹤0.01%
12,101
+179
1436
$555K ﹤0.01%
6,091
+759
1437
$555K ﹤0.01%
13,685
+1,380
1438
$553K ﹤0.01%
9,971
-2,504
1439
$551K ﹤0.01%
10,294
-32,069
1440
$550K ﹤0.01%
13,252
+39
1441
$549K ﹤0.01%
6,821
+175
1442
$546K ﹤0.01%
11,045
+2,003
1443
$546K ﹤0.01%
3,126
+293
1444
$543K ﹤0.01%
45,949
-2,643
1445
$542K ﹤0.01%
19,225
+3,957
1446
$542K ﹤0.01%
+19,373
1447
$541K ﹤0.01%
57,380
+779
1448
$541K ﹤0.01%
7,363
+28
1449
$541K ﹤0.01%
13,111
+231
1450
$541K ﹤0.01%
6,580
-857
56 57
58
59 60