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
1676
$360K ﹤0.01%
31,447
+4,298
1677
$360K ﹤0.01%
13,039
-3,542
1678
$359K ﹤0.01%
21,476
+437
1679
$359K ﹤0.01%
11,337
+1,010
1680
$358K ﹤0.01%
6,163
+873
1681
$357K ﹤0.01%
1,840
-171
1682
$356K ﹤0.01%
19,341
-1,517
1683
$356K ﹤0.01%
2,314
-692
1684
$356K ﹤0.01%
61,296
-40
1685
$355K ﹤0.01%
35,224
-746
1686
$355K ﹤0.01%
+7,215
1687
$354K ﹤0.01%
+7,256
1688
$353K ﹤0.01%
3,800
+110
1689
$352K ﹤0.01%
18,279
+6,022
1690
$352K ﹤0.01%
5,602
-435
1691
$352K ﹤0.01%
4,193
-1,179
1692
$351K ﹤0.01%
7,266
-663
1693
$351K ﹤0.01%
3,446
-321
1694
$350K ﹤0.01%
+3,312
1695
$349K ﹤0.01%
5,062
-8,448
1696
$349K ﹤0.01%
42,023
+1,720
1697
$348K ﹤0.01%
8,558
-1,919
1698
$348K ﹤0.01%
13,106
+1,492
1699
$347K ﹤0.01%
6,244
+89
1700
$347K ﹤0.01%
16,599
+686
66 67
68
69 70