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
1551
$440K ﹤0.01%
8,168
-1,672
1552
$439K ﹤0.01%
3,708
+165
1553
$438K ﹤0.01%
+8,537
1554
$436K ﹤0.01%
+3,937
1555
$436K ﹤0.01%
2,437
+44
1556
$436K ﹤0.01%
3,441
+109
1557
$435K ﹤0.01%
19,111
-13,057
1558
$435K ﹤0.01%
21,580
-196
1559
$435K ﹤0.01%
8,571
-2,340
1560
$435K ﹤0.01%
9,878
-3,138
1561
$434K ﹤0.01%
4,657
-863
1562
$433K ﹤0.01%
+10,860
1563
$433K ﹤0.01%
43,468
-19,364
1564
$432K ﹤0.01%
17,070
-155
1565
$432K ﹤0.01%
3,104
-2,398
1566
$431K ﹤0.01%
+18,422
1567
$430K ﹤0.01%
15,214
-50,776
1568
$430K ﹤0.01%
7,428
+1,321
1569
$430K ﹤0.01%
16,417
-3,048
1570
$429K ﹤0.01%
18,154
+928
1571
$429K ﹤0.01%
+21,626
1572
$429K ﹤0.01%
6,076
+1,082
1573
$428K ﹤0.01%
+12,202
1574
$425K ﹤0.01%
3,215
-1,061
1575
$424K ﹤0.01%
7,181
+1,052
61 62
63
64 65