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
1651
$376K ﹤0.01%
5,958
-1,035
1652
$375K ﹤0.01%
13,548
+1,008
1653
$373K ﹤0.01%
1,720
+237
1654
$372K ﹤0.01%
1,130
-221
1655
$371K ﹤0.01%
29,023
+429
1656
$371K ﹤0.01%
11,823
-43
1657
$371K ﹤0.01%
3,224
+1
1658
$370K ﹤0.01%
9,750
-3,297
1659
$370K ﹤0.01%
21,810
-1,103
1660
$370K ﹤0.01%
30,028
+506
1661
$370K ﹤0.01%
4,785
+1,228
1662
$370K ﹤0.01%
6,972
-205
1663
$369K ﹤0.01%
11,374
-1,573
1664
$369K ﹤0.01%
3,477
+307
1665
$368K ﹤0.01%
675
+96
1666
$368K ﹤0.01%
8,420
-301
1667
$367K ﹤0.01%
21,816
+6,533
1668
$365K ﹤0.01%
2,276
-972
1669
$364K ﹤0.01%
+15,769
1670
$364K ﹤0.01%
1,794
+130
1671
$364K ﹤0.01%
21,097
-2,458
1672
$363K ﹤0.01%
2,256
+216
1673
$363K ﹤0.01%
1,905
-81
1674
$362K ﹤0.01%
17,905
+806
1675
$362K ﹤0.01%
20,272
-1,253
65 66
67
68 69