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
426
$363K 0.03%
6,714
-598
427
$361K 0.03%
10,923
+1,248
428
$361K 0.03%
5,769
+22
429
$358K 0.03%
4,541
-472
430
$354K 0.03%
6,477
+5
431
$354K 0.03%
12,478
+472
432
$354K 0.03%
14,006
+2,058
433
$353K 0.03%
7,409
-2,442
434
$352K 0.03%
2,242
+229
435
$352K 0.03%
12,835
+2,560
436
$351K 0.03%
+4,152
437
$350K 0.03%
1,799
-26
438
$348K 0.03%
4,461
+316
439
$347K 0.03%
+1,320
440
$347K 0.03%
12,322
+180
441
$346K 0.03%
+4,443
442
$344K 0.03%
14,470
-450
443
$343K 0.03%
6,083
+1,576
444
$342K 0.03%
+6,292
445
$341K 0.03%
+3,581
446
$340K 0.03%
+6,573
447
$337K 0.03%
24,011
448
$337K 0.03%
2,251
+616
449
$335K 0.03%
1,131
+229
450
$335K 0.03%
25,890
16 17
18
19 20