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
401
$403K 0.04%
23,537
+1,963
402
$402K 0.04%
39,451
+4,023
403
$402K 0.04%
24,600
+448
404
$401K 0.04%
4,872
+2
405
$401K 0.04%
4,112
-54
406
$398K 0.04%
4,776
-1,542
407
$396K 0.04%
29,209
408
$394K 0.04%
19,460
409
$393K 0.04%
3,592
+198
410
$389K 0.04%
2,259
-465
411
$387K 0.04%
12,545
-5,178
412
$387K 0.04%
6,813
413
$382K 0.04%
21,617
+479
414
$379K 0.04%
+1,306
415
$378K 0.04%
12,835
-1,864
416
$377K 0.03%
40,722
417
$376K 0.03%
+4,436
418
$376K 0.03%
7,408
+603
419
$374K 0.03%
+533
420
$373K 0.03%
4,834
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421
$370K 0.03%
2,993
-138
422
$366K 0.03%
+1,430
423
$365K 0.03%
2,324
-1
424
$365K 0.03%
8,028
-9,655
425
$365K 0.03%
14,081
+3,035
15 16
17
18 19