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
26
$7.7M 0.71%
58,759
-6,869
27
$7.11M 0.66%
45,394
+754
28
$7.05M 0.65%
308,969
-4,939
29
$6.92M 0.64%
42,222
+1,256
30
$6.12M 0.57%
111,153
-11,932
31
$6.06M 0.56%
477,456
-165,552
32
$6.05M 0.56%
72,217
+3,448
33
$6.01M 0.56%
72,660
-2,763
34
$5.98M 0.55%
149,573
+10,817
35
$5.86M 0.54%
62,312
+9,499
36
$5.83M 0.54%
106,606
+3,630
37
$5.76M 0.53%
53,847
+3,256
38
$5.58M 0.52%
33,772
-4,104
39
$5.56M 0.52%
84,174
+35,642
40
$5.52M 0.51%
39,242
+3,522
41
$5.5M 0.51%
96,153
-10,162
42
$5.24M 0.49%
371,230
+38,583
43
$5.04M 0.47%
71,494
+3,836
44
$5.01M 0.46%
70,700
+11,560
45
$4.89M 0.45%
265,699
-10,546
46
$4.84M 0.45%
61,656
+4
47
$4.84M 0.45%
87,811
+8,000
48
$4.82M 0.45%
19,253
-337
49
$4.82M 0.45%
43,228
+3,984
50
$4.77M 0.44%
184,716
+18,670
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