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
1951
$232K ﹤0.01%
10,694
+296
1952
$231K ﹤0.01%
14,661
+25
1953
$230K ﹤0.01%
28,584
-2,174
1954
$230K ﹤0.01%
1,920
-211
1955
$230K ﹤0.01%
13,597
+2,567
1956
$230K ﹤0.01%
+1,420
1957
$229K ﹤0.01%
5,444
-599
1958
$229K ﹤0.01%
5,987
-200
1959
$228K ﹤0.01%
+6,162
1960
$228K ﹤0.01%
3,412
-357
1961
$228K ﹤0.01%
2,640
-235
1962
$227K ﹤0.01%
15,297
+314
1963
$227K ﹤0.01%
7,223
-6,838
1964
$227K ﹤0.01%
+9,922
1965
$226K ﹤0.01%
+6,799
1966
$226K ﹤0.01%
2,498
1967
$226K ﹤0.01%
7,428
-60
1968
$226K ﹤0.01%
5,700
1969
$225K ﹤0.01%
+6,459
1970
$225K ﹤0.01%
8,281
+91
1971
$225K ﹤0.01%
+8,968
1972
$225K ﹤0.01%
+2,580
1973
$225K ﹤0.01%
5,746
-905
1974
$225K ﹤0.01%
15,678
+196
1975
$224K ﹤0.01%
+1,730
77 78
79
80 81