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
1626
$395K ﹤0.01%
11,302
+82
1627
$394K ﹤0.01%
8,359
+203
1628
$393K ﹤0.01%
6,440
-1,851
1629
$393K ﹤0.01%
+5,461
1630
$391K ﹤0.01%
13,235
+1,707
1631
$390K ﹤0.01%
872
+188
1632
$390K ﹤0.01%
33,400
-500
1633
$387K ﹤0.01%
18,654
+3,043
1634
$387K ﹤0.01%
6,185
+440
1635
$387K ﹤0.01%
3,335
+443
1636
$386K ﹤0.01%
9,217
-192
1637
$386K ﹤0.01%
6,298
+1,413
1638
$385K ﹤0.01%
+28,415
1639
$385K ﹤0.01%
20,454
+1,630
1640
$384K ﹤0.01%
3,441
+192
1641
$383K ﹤0.01%
10,739
-585
1642
$382K ﹤0.01%
28,946
-4,100
1643
$381K ﹤0.01%
+18,553
1644
$381K ﹤0.01%
34,620
-3,570
1645
$380K ﹤0.01%
+19,273
1646
$379K ﹤0.01%
25,598
-177
1647
$377K ﹤0.01%
+6,828
1648
$376K ﹤0.01%
17,397
+2,906
1649
$376K ﹤0.01%
11,365
+331
1650
$376K ﹤0.01%
2,262
-18
64 65
66
67 68