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
1526
$461K ﹤0.01%
93,882
-7,674
1527
$459K ﹤0.01%
3,768
-149
1528
$458K ﹤0.01%
38,085
+1,059
1529
$458K ﹤0.01%
8,373
-1,386
1530
$457K ﹤0.01%
2,123
+19
1531
$457K ﹤0.01%
4,828
-516
1532
$456K ﹤0.01%
16,876
-2,868
1533
$456K ﹤0.01%
12,434
+438
1534
$455K ﹤0.01%
6,652
-886
1535
$453K ﹤0.01%
7,259
+1,317
1536
$452K ﹤0.01%
7,974
-99
1537
$451K ﹤0.01%
8,079
+718
1538
$450K ﹤0.01%
3,710
+607
1539
$450K ﹤0.01%
6,018
+858
1540
$449K ﹤0.01%
9,340
-26,887
1541
$448K ﹤0.01%
4,015
+282
1542
$447K ﹤0.01%
5,520
+241
1543
$447K ﹤0.01%
5,158
-166
1544
$446K ﹤0.01%
3,830
1545
$446K ﹤0.01%
4,695
+642
1546
$445K ﹤0.01%
14,066
+1,074
1547
$444K ﹤0.01%
12,294
+1,348
1548
$441K ﹤0.01%
3,259
-1,151
1549
$441K ﹤0.01%
+19,845
1550
$440K ﹤0.01%
310
+84
60 61
62
63 64