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
1576
$423K ﹤0.01%
15,184
-2,518
1577
$423K ﹤0.01%
4,191
-2,317
1578
$423K ﹤0.01%
4,464
-119
1579
$422K ﹤0.01%
49,114
-9,767
1580
$422K ﹤0.01%
7,469
-1,943
1581
$422K ﹤0.01%
11,805
-9,794
1582
$422K ﹤0.01%
6,154
-193
1583
$420K ﹤0.01%
19,464
+864
1584
$419K ﹤0.01%
7,131
-22,523
1585
$419K ﹤0.01%
8,707
+1,670
1586
$418K ﹤0.01%
25,713
+6,061
1587
$417K ﹤0.01%
5,903
-360
1588
$417K ﹤0.01%
+2,423
1589
$416K ﹤0.01%
10,450
-8,689
1590
$416K ﹤0.01%
13,215
-347
1591
$416K ﹤0.01%
7,707
+344
1592
$415K ﹤0.01%
12,174
+849
1593
$414K ﹤0.01%
7,873
-555
1594
$411K ﹤0.01%
14,332
+1,674
1595
$411K ﹤0.01%
5,803
+446
1596
$411K ﹤0.01%
+6,044
1597
$410K ﹤0.01%
13,004
+3,104
1598
$409K ﹤0.01%
11,910
+41
1599
$408K ﹤0.01%
+19,481
1600
$407K ﹤0.01%
4,372
+328
62 63
64
65 66