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
1726
$333K ﹤0.01%
5,605
+305
1727
$332K ﹤0.01%
12,322
-20,191
1728
$332K ﹤0.01%
20,808
+769
1729
$332K ﹤0.01%
62,788
+34
1730
$331K ﹤0.01%
15,110
+1,031
1731
$331K ﹤0.01%
12,743
+1,544
1732
$331K ﹤0.01%
2,949
+263
1733
$331K ﹤0.01%
9,066
-82
1734
$330K ﹤0.01%
15,726
1735
$330K ﹤0.01%
6,286
-2,293
1736
$329K ﹤0.01%
4,323
-209
1737
$329K ﹤0.01%
2,720
-1,096
1738
$328K ﹤0.01%
+1,037
1739
$328K ﹤0.01%
5,330
+162
1740
$328K ﹤0.01%
6,074
+1,254
1741
$327K ﹤0.01%
3,954
+344
1742
$327K ﹤0.01%
17,457
+87
1743
$326K ﹤0.01%
19,070
-5,642
1744
$325K ﹤0.01%
11,451
-2,220
1745
$325K ﹤0.01%
3,099
-979
1746
$324K ﹤0.01%
6,383
+291
1747
$324K ﹤0.01%
15,244
-345
1748
$323K ﹤0.01%
9,971
-5,465
1749
$322K ﹤0.01%
8,194
-4,343
1750
$321K ﹤0.01%
4,085
-518
68 69
70
71 72