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
1776
$305K ﹤0.01%
1,037
+4
1777
$305K ﹤0.01%
5,887
-355
1778
$304K ﹤0.01%
924
+72
1779
$304K ﹤0.01%
15,598
+245
1780
$304K ﹤0.01%
26,328
-960
1781
$304K ﹤0.01%
6,090
-1,748
1782
$303K ﹤0.01%
2,542
-528
1783
$302K ﹤0.01%
10,385
-786
1784
$301K ﹤0.01%
6,615
-1,548
1785
$301K ﹤0.01%
25,638
1786
$299K ﹤0.01%
6,730
-2,140
1787
$299K ﹤0.01%
65,673
-9,988
1788
$299K ﹤0.01%
16,757
-1,796
1789
$298K ﹤0.01%
5,095
-222
1790
$297K ﹤0.01%
9,562
-377
1791
$297K ﹤0.01%
12,828
-105,235
1792
$297K ﹤0.01%
24,351
-6,685
1793
$296K ﹤0.01%
+6,988
1794
$295K ﹤0.01%
6,756
-409
1795
$294K ﹤0.01%
9,350
-1,196
1796
$294K ﹤0.01%
+14,351
1797
$293K ﹤0.01%
669
+35
1798
$293K ﹤0.01%
+3,322
1799
$292K ﹤0.01%
2,724
+414
1800
$292K ﹤0.01%
7,148
-1,244
70 71
72
73 74