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
326
$447K 0.05%
8,323
-255
327
$443K 0.05%
15,817
-1,719
328
$441K 0.05%
+21,925
329
$432K 0.05%
3,907
+1,317
330
$431K 0.05%
15,563
+8,110
331
$431K 0.05%
16,646
+4,836
332
$430K 0.05%
9,826
-1,643
333
$428K 0.05%
7,171
-110
334
$428K 0.05%
7,711
+1,367
335
$419K 0.05%
945
-65
336
$416K 0.05%
3,477
-865
337
$411K 0.05%
25,770
+1,125
338
$410K 0.05%
19,360
+620
339
$409K 0.05%
9,780
-1,380
340
$409K 0.05%
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341
$408K 0.05%
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342
$403K 0.05%
3,441
-18
343
$401K 0.05%
27,870
344
$399K 0.05%
90,379
-1,915
345
$399K 0.05%
5,252
+1,048
346
$398K 0.05%
4,131
+1,153
347
$396K 0.05%
40,475
348
$395K 0.05%
6,996
+1
349
$394K 0.05%
16,248
-876
350
$393K 0.05%
4,504
+95
12 13
14
15 16