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
501
$207K 0.03%
18,117
+5,099
502
$205K 0.02%
+3,478
503
$204K 0.02%
+7,596
504
$204K 0.02%
899
-54
505
$204K 0.02%
+5,227
506
$204K 0.02%
2,052
-284
507
$203K 0.02%
3,663
-402
508
$202K 0.02%
21,857
-10,725
509
$202K 0.02%
+1,291
510
$201K 0.02%
+6,615
511
$200K 0.02%
+5,028
512
$200K 0.02%
+8,500
513
$200K 0.02%
13,207
514
$193K 0.02%
11,681
+13
515
$184K 0.02%
11,649
+44
516
$180K 0.02%
11,171
517
$180K 0.02%
+12,373
518
$175K 0.02%
10,681
-992
519
$171K 0.02%
+12,179
520
$169K 0.02%
21,695
+3,943
521
$162K 0.02%
28,319
-1,350
522
$146K 0.02%
+10,300
523
$145K 0.02%
+12,600
524
$140K 0.02%
3,956
+8
525
$140K 0.02%
2,651
-194
19 20
21
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