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
1976
$224K ﹤0.01%
4,089
-803
1977
$224K ﹤0.01%
+1,170
1978
$223K ﹤0.01%
5,914
-5,228
1979
$223K ﹤0.01%
+1,964
1980
$223K ﹤0.01%
10,861
-2,647
1981
$222K ﹤0.01%
+9,689
1982
$221K ﹤0.01%
+8,526
1983
$221K ﹤0.01%
17,970
+3,050
1984
$221K ﹤0.01%
5,126
+28
1985
$220K ﹤0.01%
+2,144
1986
$220K ﹤0.01%
+27,944
1987
$220K ﹤0.01%
+6,211
1988
$219K ﹤0.01%
1,588
-407
1989
$219K ﹤0.01%
+3,750
1990
$219K ﹤0.01%
+4,500
1991
$219K ﹤0.01%
+7,018
1992
$219K ﹤0.01%
+10,538
1993
$219K ﹤0.01%
2,569
-819
1994
$218K ﹤0.01%
6,255
-4,161
1995
$218K ﹤0.01%
+8,740
1996
$218K ﹤0.01%
+4,490
1997
$217K ﹤0.01%
+7,125
1998
$216K ﹤0.01%
+7,689
1999
$216K ﹤0.01%
9,147
+43
2000
$216K ﹤0.01%
+6,045
78 79
80
81 82