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
1751
$321K ﹤0.01%
+12,936
1752
$321K ﹤0.01%
4,796
-3,569
1753
$321K ﹤0.01%
+5,784
1754
$320K ﹤0.01%
5,835
1755
$319K ﹤0.01%
12,788
+2,220
1756
$318K ﹤0.01%
15,005
+3,255
1757
$318K ﹤0.01%
9,158
+233
1758
$317K ﹤0.01%
7,488
+375
1759
$317K ﹤0.01%
11,241
+407
1760
$314K ﹤0.01%
4,992
+217
1761
$314K ﹤0.01%
11,668
-23,876
1762
$314K ﹤0.01%
+7,244
1763
$313K ﹤0.01%
6,693
-37,090
1764
$313K ﹤0.01%
12,422
+2,692
1765
$312K ﹤0.01%
5,303
+37
1766
$311K ﹤0.01%
9,282
-1,564
1767
$311K ﹤0.01%
+6,623
1768
$311K ﹤0.01%
10,485
+2,910
1769
$311K ﹤0.01%
959
-61
1770
$310K ﹤0.01%
3,256
+106
1771
$310K ﹤0.01%
1,408
+346
1772
$308K ﹤0.01%
19,686
-2,385
1773
$308K ﹤0.01%
5,362
-6,845
1774
$306K ﹤0.01%
3,095
-265
1775
$306K ﹤0.01%
6,929
-255
69 70
71
72 73