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Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $94B
1-Year Est. Return 20.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$817M
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
637
New
Increased
Reduced
Closed

Top Buys

1
+$8.01M
2
+$4.05M
3
+$3.75M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.74M
5
VTV icon
Vanguard Value ETF
VTV
+$3.21M

Top Sells

1
+$2.48M
2
+$2.2M
3
+$2.05M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.83M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.73M

Sector Composition

1 Technology 7.12%
2 Healthcare 3.66%
3 Financials 3.61%
4 Communication Services 3.38%
5 Consumer Discretionary 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
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-2,943
627
– –
-1,545
628
– –
-1,149
629
– –
-4,935
630
– –
-5,339
631
– –
-6,702
632
– –
-8,288
633
– –
-2,107
634
– –
-4,632
635
– –
-3,649
636
– –
-1,437
637
– –
-9,312
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