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
426
$274K 0.03%
2,721
-265
427
$271K 0.03%
3,686
-108
428
$271K 0.03%
21,076
429
$268K 0.03%
+8,088
430
$268K 0.03%
23,922
431
$266K 0.03%
+929
432
$265K 0.03%
9,012
+184
433
$265K 0.03%
1,332
+150
434
$263K 0.03%
2,398
+425
435
$262K 0.03%
9,446
+415
436
$261K 0.03%
1,612
+231
437
$258K 0.03%
1,865
-233
438
$258K 0.03%
2,343
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439
$257K 0.03%
69
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440
$257K 0.03%
9,737
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441
$254K 0.03%
+8,150
442
$253K 0.03%
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443
$250K 0.03%
5,154
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444
$249K 0.03%
9,683
445
$248K 0.03%
1,916
446
$247K 0.03%
6,435
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447
$247K 0.03%
2,464
+89
448
$246K 0.03%
+1,685
449
$244K 0.03%
11,174
-201
450
$244K 0.03%
2,500
16 17
18
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