Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $91.5B
1-Year Est. Return 19.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.12%
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
+$8.01M
2
+$4.05M
3
+$3.75M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.74M
5
VTV icon
Vanguard Value ETF
VTV
+$3.21M

Top Sells

1
+$2.48M
2
+$2.2M
3
+$2.05M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.83M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.73M

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
376
$338K 0.04%
6,805
-1,358
377
$337K 0.04%
4,037
+1,495
378
$335K 0.04%
15,003
+21
379
$333K 0.04%
14,699
+72
380
$332K 0.04%
12,142
+1,230
381
$330K 0.04%
3,598
-72
382
$330K 0.04%
24,011
383
$329K 0.04%
7,799
-229
384
$327K 0.04%
21,574
+1,553
385
$326K 0.04%
+3,929
386
$325K 0.04%
+12,120
387
$323K 0.04%
7,312
+566
388
$321K 0.04%
2,325
+397
389
$320K 0.04%
6,104
-4,371
390
$316K 0.04%
21,138
+2,017
391
$315K 0.04%
6,813
-358
392
$311K 0.04%
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393
$311K 0.04%
3,615
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394
$311K 0.04%
24,152
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395
$309K 0.04%
3,394
-2,678
396
$306K 0.04%
8,685
+1,687
397
$306K 0.04%
3,131
+1,240
398
$300K 0.04%
+2,121
399
$299K 0.04%
4,145
+344
400
$297K 0.04%
3,653
-677
14 15
16
17 18