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
251
$689K 0.08%
1,846
+160
252
$688K 0.08%
5,935
+1,047
253
$682K 0.08%
6,033
+1,512
254
$678K 0.08%
12,239
-237
255
$674K 0.08%
11,362
-3,445
256
$667K 0.08%
6,442
-29
257
$665K 0.08%
7,578
-68
258
$662K 0.08%
8,107
+1,655
259
$662K 0.08%
13,453
-503
260
$661K 0.08%
5,912
-158
261
$640K 0.08%
12,654
-1,738
262
$637K 0.08%
7,080
+829
263
$637K 0.08%
6,264
+2,025
264
$627K 0.08%
5,888
+350
265
$621K 0.08%
5,562
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266
$618K 0.08%
4,338
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267
$615K 0.07%
5,003
+937
268
$614K 0.07%
17,408
-190
269
$614K 0.07%
7,950
+772
270
$610K 0.07%
4,361
+543
271
$608K 0.07%
42,710
-5,285
272
$605K 0.07%
5,878
-182
273
$605K 0.07%
42,865
+4
274
$602K 0.07%
7,392
+1,280
275
$595K 0.07%
22,116
+1,360
9 10
11
12 13