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
451
$243K 0.03%
+2,662
452
$243K 0.03%
4,999
-219
453
$243K 0.03%
13,165
+481
454
$242K 0.03%
+2,512
455
$240K 0.03%
1,864
+86
456
$240K 0.03%
+8,376
457
$240K 0.03%
2,775
+9
458
$240K 0.03%
3,298
+51
459
$239K 0.03%
3,588
-16
460
$239K 0.03%
+10,215
461
$238K 0.03%
2,564
+100
462
$237K 0.03%
4,442
-6,222
463
$235K 0.03%
8,835
+240
464
$234K 0.03%
2,864
+8
465
$233K 0.03%
+7,324
466
$232K 0.03%
1,927
-896
467
$231K 0.03%
+4,702
468
$231K 0.03%
7,000
469
$230K 0.03%
+11,484
470
$230K 0.03%
9,751
-1,082
471
$230K 0.03%
6,105
+250
472
$230K 0.03%
+2,409
473
$230K 0.03%
26,956
-690
474
$229K 0.03%
412
+10
475
$228K 0.03%
10,948
17 18
19
20 21