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
$817M
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
637
New
Increased
Reduced
Closed

Top Buys

1
+$7.2M
2
+$3.49M
3
+$3.09M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.66M
5
VTV icon
Vanguard Value ETF
VTV
+$2.27M

Top Sells

1
+$1.83M
2
+$1.75M
3
+$1.7M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.58M
5
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$1.26M

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
51
$3.96M 0.48%
104,469
+3,513
52
$3.79M 0.46%
39,244
+6,755
53
$3.66M 0.45%
19,590
+1,198
54
$3.59M 0.44%
78,358
+8,418
55
$3.56M 0.44%
14,751
-1,087
56
$3.52M 0.43%
204,003
+9,895
57
$3.46M 0.42%
52,662
+13,383
58
$3.45M 0.42%
103,581
+50,114
59
$3.45M 0.42%
42,889
+5,551
60
$3.44M 0.42%
59,140
+5,420
61
$3.36M 0.41%
47,177
+7,031
62
$3.3M 0.4%
19,761
-287
63
$3.29M 0.4%
100,950
-56,170
64
$3.27M 0.4%
124,441
+36,841
65
$3.27M 0.4%
29,720
-1,134
66
$3.15M 0.39%
19,570
+136
67
$3.15M 0.39%
9,291
+557
68
$3.15M 0.39%
37,456
-4,879
69
$3.14M 0.38%
82,813
+9,775
70
$3.14M 0.38%
54,409
+1,054
71
$3.01M 0.37%
48,532
+18,323
72
$2.98M 0.37%
103,615
+9,890
73
$2.95M 0.36%
127,030
-73,388
74
$2.93M 0.36%
61,544
+652
75
$2.93M 0.36%
61,019
+1,168
1 2
3
4 5