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
1476
$512K ﹤0.01%
4,717
-785
1477
$511K ﹤0.01%
27,829
+3,746
1478
$511K ﹤0.01%
+24,422
1479
$510K ﹤0.01%
24,503
-64,954
1480
$510K ﹤0.01%
14,688
-1,867
1481
$510K ﹤0.01%
19,870
+4,983
1482
$509K ﹤0.01%
21,454
-66
1483
$507K ﹤0.01%
16,563
-34
1484
$506K ﹤0.01%
47,405
-1,556
1485
$506K ﹤0.01%
7,084
-1,139
1486
$506K ﹤0.01%
5,012
-71
1487
$504K ﹤0.01%
19,792
-361
1488
$503K ﹤0.01%
8,168
+3,059
1489
$503K ﹤0.01%
10,060
-129
1490
$501K ﹤0.01%
22,237
-3,838
1491
$500K ﹤0.01%
+75,249
1492
$500K ﹤0.01%
74,865
-21,965
1493
$498K ﹤0.01%
18,427
-214
1494
$498K ﹤0.01%
9,775
-786
1495
$498K ﹤0.01%
30,873
+633
1496
$498K ﹤0.01%
18,639
+858
1497
$495K ﹤0.01%
10,006
+1,471
1498
$495K ﹤0.01%
17,462
+7,548
1499
$493K ﹤0.01%
1,842
-59
1500
$491K ﹤0.01%
12,500
58 59
60
61 62