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
1901
$249K ﹤0.01%
31,625
-1,072
1902
$248K ﹤0.01%
4,158
+51
1903
$248K ﹤0.01%
+3,763
1904
$248K ﹤0.01%
5,847
+768
1905
$248K ﹤0.01%
24,316
+6,402
1906
$247K ﹤0.01%
8,263
-175
1907
$247K ﹤0.01%
+10,064
1908
$247K ﹤0.01%
1,160
-407
1909
$246K ﹤0.01%
+8,354
1910
$246K ﹤0.01%
14,649
+372
1911
$246K ﹤0.01%
4,443
+792
1912
$246K ﹤0.01%
8,701
-34,821
1913
$246K ﹤0.01%
5,974
+311
1914
$245K ﹤0.01%
6,393
-561
1915
$245K ﹤0.01%
21,025
-1,478
1916
$244K ﹤0.01%
+1,536
1917
$243K ﹤0.01%
5,685
-274
1918
$243K ﹤0.01%
21,480
-21,232
1919
$243K ﹤0.01%
415
-14
1920
$243K ﹤0.01%
6,670
+177
1921
$242K ﹤0.01%
3,862
-9
1922
$242K ﹤0.01%
+20,965
1923
$242K ﹤0.01%
31,419
-5,891
1924
$242K ﹤0.01%
844
-46
1925
$241K ﹤0.01%
9,274
+998
75 76
77
78 79