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
1826
$278K ﹤0.01%
2,217
-51
1827
$278K ﹤0.01%
9,488
-2,356
1828
$278K ﹤0.01%
16,954
+2,764
1829
$277K ﹤0.01%
19,843
-608
1830
$277K ﹤0.01%
+1,516
1831
$277K ﹤0.01%
9,575
1832
$276K ﹤0.01%
7,432
+1,154
1833
$275K ﹤0.01%
1,599
-310
1834
$275K ﹤0.01%
4,441
-862
1835
$273K ﹤0.01%
5,776
+268
1836
$273K ﹤0.01%
2,802
-82
1837
$272K ﹤0.01%
8,936
-10,116
1838
$272K ﹤0.01%
2,906
-787
1839
$272K ﹤0.01%
+6,300
1840
$272K ﹤0.01%
+14,878
1841
$272K ﹤0.01%
5,005
+260
1842
$271K ﹤0.01%
14,406
-26,933
1843
$271K ﹤0.01%
45,183
-12,514
1844
$270K ﹤0.01%
1,390
+237
1845
$270K ﹤0.01%
14,890
+714
1846
$270K ﹤0.01%
+2,774
1847
$270K ﹤0.01%
3,668
-953
1848
$269K ﹤0.01%
2,164
-2,843
1849
$269K ﹤0.01%
18,642
+6,278
1850
$269K ﹤0.01%
+4,066
72 73
74
75 76