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
1851
$268K ﹤0.01%
15,624
+4,997
1852
$268K ﹤0.01%
3,144
-21
1853
$268K ﹤0.01%
5,531
-9,663
1854
$266K ﹤0.01%
6,301
-3,639
1855
$266K ﹤0.01%
20,896
+2,936
1856
$266K ﹤0.01%
4,048
-540
1857
$265K ﹤0.01%
9,115
-425
1858
$265K ﹤0.01%
35,812
+2,226
1859
$264K ﹤0.01%
26,186
-5,390
1860
$264K ﹤0.01%
2,422
-1,275
1861
$264K ﹤0.01%
+13,152
1862
$263K ﹤0.01%
8,657
-17
1863
$263K ﹤0.01%
8,582
-579
1864
$262K ﹤0.01%
1,808
-526
1865
$262K ﹤0.01%
+6,460
1866
$262K ﹤0.01%
28,840
+11,991
1867
$262K ﹤0.01%
9,130
+456
1868
$261K ﹤0.01%
+11,287
1869
$261K ﹤0.01%
3,028
+211
1870
$261K ﹤0.01%
9,619
-4,384
1871
$261K ﹤0.01%
19,238
-930
1872
$261K ﹤0.01%
5,539
-133
1873
$260K ﹤0.01%
5,614
-7
1874
$260K ﹤0.01%
+1,013
1875
$260K ﹤0.01%
4,541
+795
73 74
75
76 77