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
451
$334K 0.03%
908
-59
452
$333K 0.03%
11,602
+65
453
$331K 0.03%
+5,788
454
$329K 0.03%
1,543
-208
455
$327K 0.03%
3,277
+363
456
$324K 0.03%
12,795
-2,208
457
$322K 0.03%
8,756
+1,139
458
$321K 0.03%
12,581
+1,545
459
$321K 0.03%
57,565
+4,695
460
$318K 0.03%
+13,647
461
$317K 0.03%
+4,522
462
$317K 0.03%
2,984
+677
463
$316K 0.03%
27,460
+5,273
464
$315K 0.03%
22,724
+2,501
465
$315K 0.03%
10,143
-1,977
466
$313K 0.03%
8,337
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467
$309K 0.03%
4,293
+310
468
$307K 0.03%
+1,673
469
$306K 0.03%
11,079
+1
470
$306K 0.03%
+2,197
471
$305K 0.03%
30,372
+4,000
472
$303K 0.03%
7,803
+695
473
$303K 0.03%
+10,054
474
$300K 0.03%
2,447
-562
475
$300K 0.03%
1,629
+132
17 18
19
20 21