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
$823M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$3.85M
3
+$2.96M
4
FLQL icon
Franklin US Large Cap Multifactor Index ETF
FLQL
+$2.29M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.07M

Top Sells

1
+$3.95M
2
+$3.43M
3
+$2.98M
4
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$2.66M
5
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$1.32M

Sector Composition

1 Technology 6.17%
2 Financials 4.22%
3 Communication Services 3.51%
4 Healthcare 3.27%
5 Industrials 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$761K 0.09%
8,476
-11,864
227
$758K 0.09%
+10,393
228
$757K 0.09%
15,859
+3,526
229
$753K 0.09%
5,210
-282
230
$748K 0.09%
3,884
-160
231
$748K 0.09%
17,462
+747
232
$743K 0.09%
2,588
+97
233
$742K 0.09%
4,510
-453
234
$737K 0.09%
40,196
-7,620
235
$736K 0.09%
9,372
-212
236
$735K 0.09%
+23,785
237
$732K 0.09%
78,827
+1,714
238
$730K 0.09%
14,667
-729
239
$718K 0.09%
2,666
+229
240
$717K 0.09%
3,342
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241
$712K 0.09%
11,825
-3,397
242
$712K 0.09%
5,727
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243
$710K 0.09%
7,888
+2,070
244
$709K 0.09%
30,714
+4,242
245
$705K 0.09%
11,425
-1,456
246
$702K 0.09%
10,811
-40,912
247
$691K 0.08%
48,216
-1
248
$691K 0.08%
15,389
+2,873
249
$689K 0.08%
4,248
-3,642
250
$689K 0.08%
8,458
+327
8 9
10
11 12