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
301
$526K 0.06%
9,427
+1,475
302
$526K 0.06%
31,300
-13,050
303
$525K 0.06%
13,766
+5,179
304
$519K 0.06%
18,525
+1,880
305
$517K 0.06%
4,744
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306
$516K 0.06%
5,056
-262
307
$513K 0.06%
6,223
+737
308
$509K 0.06%
23,289
-1,200
309
$507K 0.06%
9,079
+45
310
$506K 0.06%
14,264
311
$505K 0.06%
32,029
+30
312
$503K 0.06%
16,160
-439
313
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2,536
+121
314
$489K 0.06%
2,215
+167
315
$484K 0.06%
6,379
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316
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317
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17,750
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318
$476K 0.06%
2,965
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319
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31,515
320
$469K 0.06%
12,669
+5,055
321
$453K 0.06%
7,410
+2,320
322
$451K 0.05%
1,854
+212
323
$450K 0.05%
9,487
-564
324
$448K 0.05%
5,089
+267
325
$447K 0.05%
23,114
-2,090
11 12
13
14 15