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
2151
$86.9K ﹤0.01%
15,662
-110
2152
$85.9K ﹤0.01%
13,606
+2,559
2153
$85.1K ﹤0.01%
+10,462
2154
$84.8K ﹤0.01%
40,000
+25,000
2155
$82.1K ﹤0.01%
+10,632
2156
$80.3K ﹤0.01%
5,367
-304
2157
$79.8K ﹤0.01%
18,779
2158
$72.8K ﹤0.01%
+10,678
2159
$70.6K ﹤0.01%
30,691
-679
2160
$70.1K ﹤0.01%
12,065
2161
$66.9K ﹤0.01%
12,313
+450
2162
$66.1K ﹤0.01%
+10,325
2163
$65.1K ﹤0.01%
16,860
-749
2164
$58.6K ﹤0.01%
+11,694
2165
$58.2K ﹤0.01%
11,354
+4,434
2166
$58.2K ﹤0.01%
2,356
-412
2167
$54.7K ﹤0.01%
+10,772
2168
$48.3K ﹤0.01%
11,500
-10,000
2169
$45.3K ﹤0.01%
11,205
2170
$43K ﹤0.01%
12,043
-1,724
2171
$41.1K ﹤0.01%
3,003
2172
$41.1K ﹤0.01%
13,829
-2,766
2173
$40.8K ﹤0.01%
1,054
-243
2174
$40.5K ﹤0.01%
+13,439
2175
$40K ﹤0.01%
13,568
+2,645
85 86
87
88 89