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
376
$456K 0.04%
27,005
+218
377
$454K 0.04%
32,695
-18,354
378
$446K 0.04%
5,833
-270
379
$442K 0.04%
2,575
-2,289
380
$442K 0.04%
3,460
+285
381
$437K 0.04%
+5,832
382
$437K 0.04%
+12,642
383
$436K 0.04%
14,264
384
$434K 0.04%
8,834
+626
385
$433K 0.04%
6,272
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386
$433K 0.04%
23,510
+6,463
387
$429K 0.04%
2,294
-159
388
$428K 0.04%
15,971
-497
389
$425K 0.04%
9,892
+2,700
390
$423K 0.04%
6,984
-125
391
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5,408
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392
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+41,053
394
$411K 0.04%
9,641
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395
$409K 0.04%
21,892
-8,409
396
$407K 0.04%
1,305
+59
397
$405K 0.04%
5,527
-13,595
398
$404K 0.04%
22,985
+1,187
399
$404K 0.04%
12,284
-2,684
400
$404K 0.04%
28,970
+1,100
14 15
16
17 18