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
76
$2.96M 0.36%
+26,591
77
$2.96M 0.36%
24,937
+1,159
78
$2.94M 0.36%
45,158
+558
79
$2.94M 0.36%
116,821
+13,685
80
$2.92M 0.36%
36,190
+515
81
$2.92M 0.36%
36,309
-7,421
82
$2.92M 0.35%
16,361
-2,001
83
$2.77M 0.34%
23,056
+1,247
84
$2.75M 0.33%
55,914
+513
85
$2.73M 0.33%
60,963
+12,137
86
$2.61M 0.32%
69,497
+13,523
87
$2.55M 0.31%
176,348
+69,946
88
$2.52M 0.31%
18,166
+2,175
89
$2.5M 0.3%
7,113
+1,258
90
$2.48M 0.3%
43,337
-5,156
91
$2.45M 0.3%
71,586
+4,284
92
$2.35M 0.29%
20,805
-1,823
93
$2.32M 0.28%
83,049
+6,174
94
$2.31M 0.28%
35,627
+2,045
95
$2.28M 0.28%
41,964
+5,201
96
$2.27M 0.28%
39,008
+848
97
$2.25M 0.27%
13,860
-140
98
$2.24M 0.27%
43,747
-787
99
$2.22M 0.27%
36,440
+820
100
$2.21M 0.27%
24,543
+54
2 3
4
5 6