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
1501
$491K ﹤0.01%
+26,471
1502
$491K ﹤0.01%
19,228
+228
1503
$490K ﹤0.01%
+17,937
1504
$489K ﹤0.01%
8,225
+710
1505
$489K ﹤0.01%
19,231
+231
1506
$487K ﹤0.01%
3,836
-179
1507
$485K ﹤0.01%
50,195
+2,046
1508
$485K ﹤0.01%
1,501
-652
1509
$484K ﹤0.01%
5,019
+194
1510
$483K ﹤0.01%
4,788
-120
1511
$481K ﹤0.01%
4,271
-295
1512
$480K ﹤0.01%
22,672
+3,260
1513
$478K ﹤0.01%
23,036
-1,177
1514
$478K ﹤0.01%
55,988
+1,000
1515
$474K ﹤0.01%
17,195
-1,532
1516
$473K ﹤0.01%
7,822
-1,145
1517
$472K ﹤0.01%
5,384
-4,546
1518
$469K ﹤0.01%
16,370
+1,160
1519
$468K ﹤0.01%
+16,408
1520
$467K ﹤0.01%
9,350
-258
1521
$467K ﹤0.01%
24,546
-868
1522
$466K ﹤0.01%
6,438
-424
1523
$463K ﹤0.01%
6,275
-510
1524
$462K ﹤0.01%
7,560
-89
1525
$461K ﹤0.01%
1,514
-181
59 60
61
62 63