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
$823M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$3.85M
3
+$2.96M
4
FLQL icon
Franklin US Large Cap Multifactor Index ETF
FLQL
+$2.29M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.07M

Top Sells

1
+$3.95M
2
+$3.43M
3
+$2.98M
4
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$2.66M
5
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$1.32M

Sector Composition

1 Technology 6.17%
2 Financials 4.22%
3 Communication Services 3.51%
4 Healthcare 3.27%
5 Industrials 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.96M 0.48%
31,961
+592
52
$3.91M 0.47%
65,106
+1,108
53
$3.79M 0.46%
16,354
+322
54
$3.74M 0.45%
96,760
-17,920
55
$3.73M 0.45%
94,047
+10,143
56
$3.67M 0.45%
60,306
+586
57
$3.66M 0.45%
185,206
+64,442
58
$3.61M 0.44%
13,283
+341
59
$3.6M 0.44%
73,292
+2,191
60
$3.56M 0.43%
107,810
+69,449
61
$3.42M 0.42%
18,759
+919
62
$3.39M 0.41%
86,708
+52,848
63
$3.29M 0.4%
81,743
-463
64
$3.28M 0.4%
15,243
+146
65
$3.25M 0.39%
137,960
-1,285
66
$3.23M 0.39%
18,739
+446
67
$3.22M 0.39%
8,219
+504
68
$3.18M 0.39%
52,240
+1,720
69
$3.14M 0.38%
37,144
-128
70
$3.1M 0.38%
46,009
+5,824
71
$3.1M 0.38%
206,130
+1,136
72
$3.02M 0.37%
166,234
+16,789
73
$3.02M 0.37%
40,392
-2,343
74
$2.99M 0.36%
21,456
+1,541
75
$2.98M 0.36%
131,649
+856
1 2
3
4 5