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
1451
$540K ﹤0.01%
1,390
+64
1452
$536K ﹤0.01%
4,009
-387
1453
$535K ﹤0.01%
3,709
-2,145
1454
$532K ﹤0.01%
4,432
-2,948
1455
$530K ﹤0.01%
22,947
-9,607
1456
$529K ﹤0.01%
8,926
-1,257
1457
$528K ﹤0.01%
+24,969
1458
$528K ﹤0.01%
9,153
+564
1459
$525K ﹤0.01%
29,568
+5,234
1460
$525K ﹤0.01%
4,853
-2,078
1461
$524K ﹤0.01%
3,441
-3,866
1462
$522K ﹤0.01%
14,628
+1,953
1463
$518K ﹤0.01%
1,574
+84
1464
$517K ﹤0.01%
6,738
+261
1465
$517K ﹤0.01%
14,496
+399
1466
$517K ﹤0.01%
5,109
-399
1467
$516K ﹤0.01%
41,990
+26,358
1468
$516K ﹤0.01%
+19,442
1469
$516K ﹤0.01%
3,225
+18
1470
$515K ﹤0.01%
10,270
-35,037
1471
$514K ﹤0.01%
3,728
-1,283
1472
$513K ﹤0.01%
33,964
+5,532
1473
$513K ﹤0.01%
6,299
+761
1474
$512K ﹤0.01%
13,303
+1,039
1475
$512K ﹤0.01%
20,000
57 58
59
60 61