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
401
$316K 0.04%
6,370
+209
402
$315K 0.04%
6,048
-420
403
$313K 0.04%
+3,970
404
$311K 0.04%
5,289
-72
405
$310K 0.04%
2,274
-124
406
$310K 0.04%
6,260
+387
407
$309K 0.04%
1,489
+333
408
$306K 0.04%
17,604
-45,352
409
$305K 0.04%
2,005
+610
410
$298K 0.04%
4,014
411
$296K 0.04%
5,200
412
$291K 0.04%
10,279
-1,018
413
$291K 0.04%
20,224
414
$290K 0.04%
6,300
+807
415
$289K 0.04%
6,883
-6
416
$289K 0.04%
5,567
+16
417
$288K 0.04%
+5,067
418
$287K 0.03%
2,238
+155
419
$285K 0.03%
18,571
+262
420
$285K 0.03%
48,456
+631
421
$284K 0.03%
4,165
+75
422
$280K 0.03%
5,819
-23
423
$279K 0.03%
6,171
+25
424
$277K 0.03%
+18,656
425
$277K 0.03%
3,752
-48
15 16
17
18 19