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
$1.08B
AUM Growth
+$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
639
New
Increased
Reduced
Closed

Top Buys

1
+$6.71M
2
+$4.47M
3
+$4.05M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.37M
5
IYW icon
iShares US Technology ETF
IYW
+$3.37M

Top Sells

1
+$4.84M
2
+$4.77M
3
+$4.63M
4
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$3.53M
5
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$2.98M

Sector Composition

1 Technology 8.04%
2 Financials 3.56%
3 Consumer Discretionary 3.48%
4 Healthcare 3.38%
5 Communication Services 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.08M 0.1%
50,194
+16,214
227
$1.08M 0.1%
1,993
+194
228
$1.08M 0.1%
21,019
-4,793
229
$1.07M 0.1%
5,968
-505
230
$1.07M 0.1%
18,176
-4,910
231
$1.06M 0.1%
37,681
+35,556
232
$1.05M 0.1%
10,970
+1,692
233
$1.04M 0.1%
10,960
-1,670
234
$1.04M 0.1%
22,140
+6,475
235
$1.02M 0.09%
10,451
+438
236
$1.01M 0.09%
11,638
+678
237
$993K 0.09%
7,391
+372
238
$981K 0.09%
16,226
-1,042
239
$979K 0.09%
6,923
+2,724
240
$976K 0.09%
15,693
+1,252
241
$974K 0.09%
17,140
+10,450
242
$963K 0.09%
7,905
+2,300
243
$963K 0.09%
8,606
+2,987
244
$958K 0.09%
19,154
+1,755
245
$958K 0.09%
22,449
+1,590
246
$948K 0.09%
52,486
-7,924
247
$932K 0.09%
7,579
+506
248
$932K 0.09%
+22,703
249
$928K 0.09%
7,737
-729
250
$923K 0.09%
4,463
+131
8 9
10
11 12