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
1801
$291K ﹤0.01%
7,942
-21
1802
$291K ﹤0.01%
2,690
+22
1803
$291K ﹤0.01%
8,859
+540
1804
$290K ﹤0.01%
7,717
-23,813
1805
$290K ﹤0.01%
12,822
+168
1806
$290K ﹤0.01%
4,535
-399
1807
$288K ﹤0.01%
1,767
+58
1808
$288K ﹤0.01%
9,455
+1,397
1809
$287K ﹤0.01%
12,989
-312
1810
$285K ﹤0.01%
9,688
-2,855
1811
$285K ﹤0.01%
+1,638
1812
$284K ﹤0.01%
10,451
1813
$283K ﹤0.01%
6,930
-297
1814
$283K ﹤0.01%
+3,994
1815
$283K ﹤0.01%
11,788
-213
1816
$283K ﹤0.01%
12,693
-1,760
1817
$281K ﹤0.01%
7,672
-7,842
1818
$280K ﹤0.01%
+3,023
1819
$280K ﹤0.01%
2,765
-722
1820
$280K ﹤0.01%
+4,549
1821
$279K ﹤0.01%
10,039
1822
$279K ﹤0.01%
8,718
+269
1823
$279K ﹤0.01%
6,601
+253
1824
$279K ﹤0.01%
3,591
+100
1825
$278K ﹤0.01%
9,038
+2
71 72
73
74 75