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
251
$920K 0.09%
22,562
+6,186
252
$919K 0.09%
13,112
+4,154
253
$918K 0.09%
12,870
+6,414
254
$907K 0.08%
20,497
+145
255
$907K 0.08%
16,707
-1,898
256
$891K 0.08%
23,849
-1,911
257
$888K 0.08%
16,071
+491
258
$885K 0.08%
145,556
+15
259
$876K 0.08%
11,571
-193
260
$869K 0.08%
18,662
-2,301
261
$850K 0.08%
38,223
-52,423
262
$850K 0.08%
78,109
-49
263
$846K 0.08%
24,895
+5,473
264
$831K 0.08%
19,772
+8,434
265
$823K 0.08%
24,832
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266
$805K 0.07%
4,223
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267
$804K 0.07%
47,005
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268
$802K 0.07%
26,030
+18,062
269
$799K 0.07%
7,384
-243
270
$796K 0.07%
34,145
-5,484
271
$796K 0.07%
34,224
+2,595
272
$793K 0.07%
703
+3
273
$792K 0.07%
9,517
-289
274
$780K 0.07%
4,049
-530
275
$776K 0.07%
9,554
+428
9 10
11
12 13