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
2176
$38.4K ﹤0.01%
11,200
-500
2177
$36.7K ﹤0.01%
20,362
+1,102
2178
$35.2K ﹤0.01%
+10,025
2179
$35K ﹤0.01%
11,000
2180
$32.9K ﹤0.01%
14,347
-3,329
2181
$30.8K ﹤0.01%
16,827
-54,936
2182
$29K ﹤0.01%
592
-25
2183
$28.3K ﹤0.01%
37,392
+956
2184
$27.9K ﹤0.01%
13,365
-47
2185
$27.8K ﹤0.01%
71,407
+24,400
2186
$26.7K ﹤0.01%
+12,484
2187
$26.3K ﹤0.01%
10,400
2188
$24.4K ﹤0.01%
16,615
2189
$24K ﹤0.01%
10,014
-4,500
2190
$23.1K ﹤0.01%
20,328
2191
$18.8K ﹤0.01%
3,000
+1,500
2192
$18.3K ﹤0.01%
+10,479
2193
$18.1K ﹤0.01%
12,000
2194
$17.1K ﹤0.01%
272
-100
2195
$17.1K ﹤0.01%
27,259
2196
$15.3K ﹤0.01%
15,577
-5,500
2197
$15.1K ﹤0.01%
10,320
2198
$12.9K ﹤0.01%
1,880
+695
2199
$10.4K ﹤0.01%
395
+35
2200
$9.97K ﹤0.01%
15,901
+3,530
86 87
88
89 90