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
476
$299K 0.03%
+1,557
477
$296K 0.03%
4,119
-869
478
$296K 0.03%
1,742
-42
479
$294K 0.03%
5,409
-1,087
480
$293K 0.03%
+4,908
481
$293K 0.03%
6,576
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482
$292K 0.03%
10,139
+251
483
$292K 0.03%
6,075
+1,323
484
$291K 0.03%
+8,392
485
$291K 0.03%
12,902
+1
486
$290K 0.03%
+6,206
487
$287K 0.03%
+5,818
488
$287K 0.03%
8,083
489
$286K 0.03%
872
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490
$283K 0.03%
+1,291
491
$282K 0.03%
350
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$280K 0.03%
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493
$277K 0.03%
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494
$275K 0.03%
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495
$274K 0.03%
3,132
-683
496
$273K 0.03%
1,918
+93
497
$270K 0.03%
4,568
+74
498
$269K 0.02%
38,255
-8,037
499
$269K 0.02%
8,444
-1,073
500
$269K 0.02%
+978
18 19
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