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
1876
$259K ﹤0.01%
+5,808
1877
$259K ﹤0.01%
+11,194
1878
$258K ﹤0.01%
+10,231
1879
$257K ﹤0.01%
27,621
+880
1880
$257K ﹤0.01%
5,232
-496
1881
$257K ﹤0.01%
+863
1882
$256K ﹤0.01%
40,408
-6,649
1883
$256K ﹤0.01%
16,215
+296
1884
$256K ﹤0.01%
19,986
+364
1885
$256K ﹤0.01%
24,474
-3,711
1886
$255K ﹤0.01%
2,989
-799
1887
$255K ﹤0.01%
33,087
-4,600
1888
$254K ﹤0.01%
23,246
-107
1889
$254K ﹤0.01%
12,539
-133,189
1890
$254K ﹤0.01%
13,490
-200
1891
$253K ﹤0.01%
+8,292
1892
$253K ﹤0.01%
29,941
+2,995
1893
$252K ﹤0.01%
9,196
1894
$252K ﹤0.01%
13,373
-1,227
1895
$252K ﹤0.01%
1,401
+131
1896
$252K ﹤0.01%
16,828
+2,412
1897
$251K ﹤0.01%
5,678
+596
1898
$249K ﹤0.01%
30,294
+1,542
1899
$249K ﹤0.01%
3,908
-232
1900
$249K ﹤0.01%
23,704
-1,915
74 75
76
77 78