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
451
$236K 0.03%
22,187
+800
452
$236K 0.03%
5,392
+33
453
$235K 0.03%
9,517
-213
454
$235K 0.03%
5,153
+182
455
$234K 0.03%
2,834
-76
456
$233K 0.03%
11,036
-1,639
457
$233K 0.03%
2,162
-290
458
$232K 0.03%
4,752
+442
459
$232K 0.03%
1,497
-160
460
$230K 0.03%
+4,088
461
$228K 0.03%
+3,000
462
$227K 0.03%
21,798
-817
463
$227K 0.03%
11,046
+3,417
464
$227K 0.03%
+329
465
$226K 0.03%
4,066
+801
466
$226K 0.03%
5,405
-2,989
467
$226K 0.03%
4,002
+32
468
$225K 0.03%
+7,968
469
$225K 0.03%
8,025
-443
470
$225K 0.03%
1,635
-5
471
$224K 0.03%
3,408
-1,593
472
$224K 0.03%
+2,307
473
$223K 0.03%
1,647
-2,192
474
$223K 0.03%
2,528
+94
475
$222K 0.03%
6,970
+705
17 18
19
20 21