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
551
$222K 0.02%
+2,894
552
$221K 0.02%
+4,047
553
$220K 0.02%
+967
554
$220K 0.02%
+4,589
555
$219K 0.02%
8,787
-9,245
556
$219K 0.02%
94,987
+44,949
557
$219K 0.02%
6,700
-10,608
558
$218K 0.02%
16,100
559
$218K 0.02%
2,545
-237
560
$217K 0.02%
4,836
-856
561
$217K 0.02%
+9,638
562
$217K 0.02%
2,479
-49
563
$215K 0.02%
+3,139
564
$214K 0.02%
+8,000
565
$214K 0.02%
+6,582
566
$214K 0.02%
14,078
-256
567
$214K 0.02%
31,159
+950
568
$213K 0.02%
+7,704
569
$210K 0.02%
5,200
570
$210K 0.02%
+6,204
571
$209K 0.02%
+1,791
572
$206K 0.02%
3,314
-2,133
573
$206K 0.02%
7,867
+3,073
574
$206K 0.02%
+5,285
575
$204K 0.02%
+3,714
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