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
276
$774K 0.07%
26,332
277
$774K 0.07%
3,301
+577
278
$772K 0.07%
15,254
-4,482
279
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27,304
+3,214
280
$765K 0.07%
10,441
+7,287
281
$763K 0.07%
5,565
+74
282
$761K 0.07%
29,745
+15,188
283
$760K 0.07%
15,847
+714
284
$759K 0.07%
11,448
+2,572
285
$756K 0.07%
5,392
+422
286
$754K 0.07%
47,665
+856
287
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12,537
+6,514
288
$740K 0.07%
8,570
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289
$735K 0.07%
26,802
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290
$734K 0.07%
3,665
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291
$734K 0.07%
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5,351
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293
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28,123
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294
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18,072
+1,386
295
$701K 0.06%
6,678
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296
$697K 0.06%
+16,135
297
$691K 0.06%
13,130
+570
298
$691K 0.06%
42,356
+1,914
299
$687K 0.06%
28,936
+2,469
300
$687K 0.06%
16,900
-4,970
10 11
12
13 14