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
576
$203K 0.02%
+5,616
577
$203K 0.02%
+1,769
578
$202K 0.02%
+2,427
579
$187K 0.02%
14,476
+1,402
580
$181K 0.02%
12,082
581
$178K 0.02%
+11,925
582
$174K 0.02%
32,551
+1,389
583
$167K 0.02%
13,576
-4,029
584
$166K 0.02%
22,287
+1,230
585
$159K 0.01%
20,873
+403
586
$154K 0.01%
10,695
-3,035
587
$150K 0.01%
10,194
-400
588
$147K 0.01%
21,437
589
$144K 0.01%
10,511
-3,088
590
$136K 0.01%
10,300
591
$126K 0.01%
12,325
+500
592
$121K 0.01%
2,063
-16
593
$114K 0.01%
15,319
+1,950
594
$106K 0.01%
11,012
+1
595
$106K 0.01%
11,450
596
$95K 0.01%
10,233
597
$92K 0.01%
13,372
-5,468
598
$89K 0.01%
+12,468
599
$85K 0.01%
11,775
+634
600
$75K 0.01%
+1,294
22 23
24
25 26