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
476
$227K 0.03%
4,536
-25
477
$226K 0.03%
4,323
-8,547
478
$225K 0.03%
+6,249
479
$224K 0.03%
+2,029
480
$223K 0.03%
+2,774
481
$223K 0.03%
4,336
482
$221K 0.03%
7,528
-950
483
$220K 0.03%
+1,023
484
$220K 0.03%
4,198
+320
485
$220K 0.03%
+1,938
486
$219K 0.03%
+883
487
$219K 0.03%
+5,382
488
$219K 0.03%
4,412
-212
489
$218K 0.03%
7,587
+1,153
490
$217K 0.03%
+1,477
491
$216K 0.03%
+1,980
492
$214K 0.03%
+4,247
493
$213K 0.03%
+10,782
494
$212K 0.03%
1,390
+61
495
$212K 0.03%
+875
496
$212K 0.03%
5,045
+139
497
$210K 0.03%
+5,038
498
$209K 0.03%
5,462
-394
499
$208K 0.03%
+3,798
500
$207K 0.03%
12,942
+84
18 19
20
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