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
51
$4.68M 0.43%
32,669
+2,402
52
$4.64M 0.43%
119,512
+15,931
53
$4.62M 0.43%
216,189
-4,679
54
$4.54M 0.42%
19,994
+233
55
$4.53M 0.42%
51,241
-1,421
56
$4.38M 0.41%
98,000
+15,187
57
$4.36M 0.4%
141,244
+2,644
58
$4.33M 0.4%
85,922
+7,564
59
$4.3M 0.4%
133,889
-56,730
60
$4.26M 0.39%
14,407
-344
61
$4.2M 0.39%
40,211
-2,678
62
$4.16M 0.39%
437,920
+20,200
63
$4.15M 0.38%
103,845
-624
64
$4.04M 0.37%
68,221
+16,676
65
$4.04M 0.37%
207,430
+3,427
66
$3.94M 0.37%
32,990
+3,270
67
$3.83M 0.36%
257,750
-322
68
$3.81M 0.35%
65,163
+10,525
69
$3.77M 0.35%
18,889
+3,726
70
$3.73M 0.35%
44,893
+1,813
71
$3.7M 0.34%
170,865
-1,471
72
$3.68M 0.34%
151,070
+10,714
73
$3.68M 0.34%
19,036
-534
74
$3.65M 0.34%
83,560
+72,880
75
$3.59M 0.33%
77,061
+28,674
1 2
3
4 5