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
351
$387K 0.05%
29,209
+13,218
352
$387K 0.05%
45,775
+5,300
353
$384K 0.05%
19,140
+60
354
$382K 0.05%
+19,460
355
$381K 0.05%
8,796
+545
356
$379K 0.05%
2,892
+204
357
$377K 0.05%
34,989
+4,674
358
$375K 0.05%
6,318
+1,310
359
$369K 0.05%
8,208
+137
360
$369K 0.05%
27,870
361
$365K 0.04%
2,453
+346
362
$362K 0.04%
3,615
+402
363
$359K 0.04%
14,264
364
$357K 0.04%
5,746
+1,090
365
$354K 0.04%
+6,496
366
$352K 0.04%
9,212
-160
367
$350K 0.04%
4,870
-904
368
$349K 0.04%
11,338
+1,022
369
$349K 0.04%
5,013
-1,041
370
$347K 0.04%
5,747
-3
371
$346K 0.04%
35,428
+919
372
$345K 0.04%
2,362
+447
373
$340K 0.04%
7,109
-223
374
$340K 0.04%
4,166
+734
375
$339K 0.04%
25,890
-900
13 14
15
16 17