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
26
$6.08M 0.74%
59,643
+2,264
27
$6M 0.73%
20,096
+918
28
$5.81M 0.71%
553,240
-32,216
29
$5.79M 0.7%
38,286
+3,658
30
$5.75M 0.7%
48,092
+16,966
31
$5.72M 0.7%
48,599
+2,281
32
$5.53M 0.67%
86,406
+17,930
33
$5.25M 0.64%
111,029
+13,523
34
$5.19M 0.63%
35,126
+1,447
35
$4.97M 0.6%
65,584
-17,392
36
$4.94M 0.6%
69,848
+1,336
37
$4.89M 0.59%
17,907
+1,172
38
$4.75M 0.58%
36,832
+2,818
39
$4.73M 0.57%
58,317
+2,491
40
$4.7M 0.57%
82,749
+67,773
41
$4.66M 0.57%
160,164
-6,519
42
$4.6M 0.56%
+87,563
43
$4.54M 0.55%
75,402
+4,202
44
$4.53M 0.55%
239,223
+8,964
45
$4.51M 0.55%
41,753
-591
46
$4.38M 0.53%
11,517
+608
47
$4.22M 0.51%
32,624
-1,166
48
$4.08M 0.5%
31,245
+34
49
$4.05M 0.49%
56,672
+13,138
50
$3.98M 0.48%
176,475
+12,490
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