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
326
$604K 0.06%
21,529
+5,935
327
$595K 0.06%
14,044
-467
328
$589K 0.05%
29,872
-395
329
$582K 0.05%
49,039
-22,668
330
$579K 0.05%
44,069
+1,359
331
$573K 0.05%
30,497
+539
332
$569K 0.05%
3,399
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333
$565K 0.05%
42,924
+1,003
334
$559K 0.05%
+7,982
335
$555K 0.05%
5,638
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336
$549K 0.05%
10,774
+863
337
$545K 0.05%
9,171
338
$543K 0.05%
2,477
+181
339
$542K 0.05%
2,298
-46
340
$536K 0.05%
+10,500
341
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40,768
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342
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17,708
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343
$533K 0.05%
18,945
-195
344
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10,188
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345
$530K 0.05%
9,197
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346
$523K 0.05%
+3,126
347
$522K 0.05%
29,742
-19,401
348
$520K 0.05%
+14,347
349
$517K 0.05%
9,283
-888
350
$517K 0.05%
2,957
-41
12 13
14
15 16