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
601
$74K 0.01%
16,783
602
$74K 0.01%
3,679
+799
603
$71K 0.01%
+1,029
604
$64K 0.01%
10,375
605
$57K 0.01%
+10,000
606
$51K ﹤0.01%
11,583
-5,650
607
$34K ﹤0.01%
22,346
608
$26K ﹤0.01%
+11,586
609
$14K ﹤0.01%
+10,000
610
– –
-5,483
611
– –
-3,653
612
– –
-797
613
– –
-3,349
614
– –
-11,912
615
– –
-1,647
616
– –
-5,885
617
– –
-10,252
618
– –
-4,881
619
– –
-10,564
620
– –
-8,025
621
– –
-5,746
622
– –
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623
– –
-17,626
624
– –
-6,783
625
– –
-4,037
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25
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