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
351
$514K 0.05%
36,015
+3,800
352
$513K 0.05%
5,155
+938
353
$513K 0.05%
80,542
-1,197
354
$508K 0.05%
37,753
+4,736
355
$498K 0.05%
16,385
-187
356
$494K 0.05%
8,708
+222
357
$488K 0.05%
+5,873
358
$487K 0.05%
33,378
+3,200
359
$485K 0.04%
3,276
+1,155
360
$478K 0.04%
1,886
+394
361
$477K 0.04%
3,531
-84
362
$476K 0.04%
3,608
-7
363
$476K 0.04%
9,458
+246
364
$471K 0.04%
9,358
+562
365
$470K 0.04%
18,071
-1,471
366
$467K 0.04%
5,338
+268
367
$467K 0.04%
4,443
+81
368
$463K 0.04%
32,018
-2,971
369
$459K 0.04%
19,761
-4,316
370
$459K 0.04%
28,673
+1
371
$459K 0.04%
8,389
+3,236
372
$457K 0.04%
8,946
+1,147
373
$457K 0.04%
16,568
-107,873
374
$457K 0.04%
2,406
+60
375
$457K 0.04%
51,775
+6,000
13 14
15
16 17