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
$817M
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
637
New
Increased
Reduced
Closed

Top Buys

1
+$7.2M
2
+$3.49M
3
+$3.09M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.66M
5
VTV icon
Vanguard Value ETF
VTV
+$2.27M

Top Sells

1
+$1.83M
2
+$1.75M
3
+$1.7M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.58M
5
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$1.26M

Sector Composition

1 Technology 7.12%
2 Healthcare 3.66%
3 Financials 3.61%
4 Communication Services 3.38%
5 Consumer Discretionary 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$441K 0.05%
32,215
+700
327
$435K 0.05%
5,619
+331
328
$428K 0.05%
2,964
-30
329
$426K 0.05%
2,998
+810
330
$426K 0.05%
2,724
-528
331
$422K 0.05%
21,870
+1,620
332
$418K 0.05%
14,557
+984
333
$418K 0.05%
4,217
+765
334
$418K 0.05%
33,017
+28
335
$418K 0.05%
4,362
-89
336
$410K 0.05%
8,483
+756
337
$409K 0.05%
26,787
+1,235
338
$407K 0.05%
5,070
+2,041
339
$406K 0.05%
8,486
-173
340
$404K 0.05%
9,851
-8,544
341
$400K 0.05%
+11,100
342
$398K 0.05%
2,296
-78
343
$394K 0.05%
30,178
+5,350
344
$393K 0.05%
6,472
+194
345
$393K 0.05%
18,032
-3,342
346
$391K 0.05%
10,680
+844
347
$388K 0.05%
7,738
+2,750
348
$387K 0.05%
16,468
-421
349
$387K 0.05%
6,153
-39
350
$387K 0.05%
+2,346
12 13
14
15 16