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
26
$6.21M 0.76%
269,344
+9,632
27
$6.01M 0.74%
23,265
+2,416
28
$5.97M 0.73%
75,423
+10,344
29
$5.75M 0.7%
44,640
-6,921
30
$5.39M 0.66%
102,976
+408
31
$5.26M 0.64%
190,619
+45,168
32
$4.99M 0.61%
67,781
+6,638
33
$4.95M 0.61%
138,756
+18,338
34
$4.86M 0.6%
53,647
+16,039
35
$4.83M 0.59%
327,519
+82,614
36
$4.82M 0.59%
40,966
-3,001
37
$4.77M 0.58%
67,658
+3,434
38
$4.75M 0.58%
52,813
+4,510
39
$4.68M 0.57%
35,720
+2,071
40
$4.6M 0.56%
106,315
-9,548
41
$4.53M 0.55%
276,245
+27,657
42
$4.52M 0.55%
220,868
-5,949
43
$4.39M 0.54%
50,591
+6,274
44
$4.38M 0.54%
332,647
+113,896
45
$4.33M 0.53%
68,769
+4,092
46
$4.29M 0.53%
166,046
+9,420
47
$4.29M 0.53%
79,811
+595
48
$4.24M 0.52%
70,802
-29,134
49
$4.2M 0.51%
37,876
-1,155
50
$4.19M 0.51%
138,600
+7,148
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