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
$817M
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
637
New
Increased
Reduced
Closed

Top Buys

1
+$7.2M
2
+$3.49M
3
+$3.09M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.66M
5
VTV icon
Vanguard Value ETF
VTV
+$2.27M

Top Sells

1
+$1.83M
2
+$1.75M
3
+$1.7M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.58M
5
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$1.26M

Sector Composition

1 Technology 7.12%
2 Healthcare 3.66%
3 Financials 3.61%
4 Communication Services 3.38%
5 Consumer Discretionary 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$785K 0.1%
31,167
+3,393
227
$784K 0.1%
22,440
-1,335
228
$770K 0.09%
20,963
+2,770
229
$767K 0.09%
9,806
+3,415
230
$765K 0.09%
78,158
+7,674
231
$765K 0.09%
18,605
-57
232
$761K 0.09%
4,579
-717
233
$753K 0.09%
15,580
-1,958
234
$752K 0.09%
9,278
+3,617
235
$751K 0.09%
10,013
-33
236
$740K 0.09%
11,764
+4,685
237
$734K 0.09%
7,627
+660
238
$726K 0.09%
20,859
+10,386
239
$712K 0.09%
7,500
-1,357
240
$703K 0.09%
145,541
+28,101
241
$701K 0.09%
2,203
-52
242
$691K 0.08%
49,143
+6,330
243
$691K 0.08%
51,049
+1,423
244
$689K 0.08%
4,564
+576
245
$689K 0.08%
4,864
+484
246
$681K 0.08%
5,605
-475
247
$680K 0.08%
+26,332
248
$670K 0.08%
2,549
-4,084
249
$664K 0.08%
14,511
+1,953
250
$660K 0.08%
13,546
-1,092
8 9
10
11 12