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
526
$246K 0.02%
+1,275
527
$246K 0.02%
+1,239
528
$245K 0.02%
5,712
+524
529
$243K 0.02%
+2,799
530
$243K 0.02%
5,297
+13
531
$243K 0.02%
+3,646
532
$243K 0.02%
2,785
-49
533
$242K 0.02%
2,750
-250
534
$240K 0.02%
1,478
+12
535
$238K 0.02%
+2,091
536
$238K 0.02%
2,804
-604
537
$235K 0.02%
+10,580
538
$235K 0.02%
+5,110
539
$232K 0.02%
+1,469
540
$231K 0.02%
+4,062
541
$231K 0.02%
+3,028
542
$230K 0.02%
+2,165
543
$230K 0.02%
7,970
-1,875
544
$230K 0.02%
5,089
-316
545
$228K 0.02%
+6,489
546
$223K 0.02%
+8,154
547
$223K 0.02%
+19,310
548
$222K 0.02%
+4,014
549
$222K 0.02%
+7,147
550
$222K 0.02%
+1,183
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