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
376
$346K 0.04%
71,522
-5,800
377
$345K 0.04%
9,505
-1,845
378
$345K 0.04%
24,011
379
$345K 0.04%
12,902
380
$343K 0.04%
+2,591
381
$342K 0.04%
6,385
+721
382
$342K 0.04%
1,921
+589
383
$342K 0.04%
32,672
+27
384
$340K 0.04%
9,563
+1,537
385
$340K 0.04%
6,865
+1,356
386
$339K 0.04%
5,085
+431
387
$336K 0.04%
3,694
+404
388
$335K 0.04%
6,575
-1,655
389
$331K 0.04%
35,778
-64
390
$330K 0.04%
15,825
+128
391
$330K 0.04%
13,449
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$328K 0.04%
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393
$328K 0.04%
5,615
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$327K 0.04%
5,602
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395
$327K 0.04%
1,942
-173
396
$324K 0.04%
4,974
-1,080
397
$324K 0.04%
3,442
+349
398
$323K 0.04%
17,685
-6,168
399
$321K 0.04%
5,382
+1,572
400
$319K 0.04%
16,467
+794
14 15
16
17 18