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
501
$269K 0.02%
+10,205
502
$267K 0.02%
1,724
-657
503
$266K 0.02%
+3,996
504
$266K 0.02%
2,959
-970
505
$265K 0.02%
5,679
-1,841
506
$263K 0.02%
17,573
+193
507
$262K 0.02%
+5,285
508
$262K 0.02%
+4,445
509
$261K 0.02%
4,363
+802
510
$259K 0.02%
+868
511
$258K 0.02%
+15,728
512
$258K 0.02%
+3,160
513
$257K 0.02%
6,130
+738
514
$256K 0.02%
+5,238
515
$254K 0.02%
+4,218
516
$254K 0.02%
+5,047
517
$253K 0.02%
+4,641
518
$253K 0.02%
4,324
+322
519
$252K 0.02%
+8,049
520
$249K 0.02%
+3,467
521
$248K 0.02%
3,889
-177
522
$248K 0.02%
4,963
-200
523
$247K 0.02%
+6,598
524
$247K 0.02%
4,834
-1,178
525
$246K 0.02%
18,958
-2,200
19 20
21
22 23