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
$817M
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
637
New
Increased
Reduced
Closed

Top Buys

1
+$7.2M
2
+$3.49M
3
+$3.09M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.66M
5
VTV icon
Vanguard Value ETF
VTV
+$2.27M

Top Sells

1
+$1.83M
2
+$1.75M
3
+$1.7M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.58M
5
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$1.26M

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
426
$262K 0.03%
1,825
+420
427
$262K 0.03%
7,617
+644
428
$261K 0.03%
12,901
-1
429
$260K 0.03%
5,447
+201
430
$260K 0.03%
8,083
+1,897
431
$257K 0.03%
26,372
+2,450
432
$256K 0.03%
40,722
-16,900
433
$254K 0.03%
1,825
-79
434
$253K 0.03%
1,466
-295
435
$253K 0.03%
8,203
-293
436
$253K 0.03%
+967
437
$253K 0.03%
3,349
+49
438
$252K 0.03%
+797
439
$252K 0.03%
+2,724
440
$252K 0.03%
5,163
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441
$249K 0.03%
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-1,646
442
$249K 0.03%
1,784
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443
$248K 0.03%
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+1,273
444
$247K 0.03%
2,013
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445
$244K 0.03%
6,783
-581
446
$243K 0.03%
+7,108
447
$240K 0.03%
+8,618
448
$237K 0.03%
1,338
-21
449
$236K 0.03%
5,692
-783
450
$236K 0.03%
1,246
+297
16 17
18
19 20