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
76
$2.9M 0.36%
140,356
+14,340
77
$2.89M 0.35%
30,267
-9,589
78
$2.76M 0.34%
18,519
+7,197
79
$2.75M 0.34%
18,600
-2,348
80
$2.75M 0.34%
417,720
-61,320
81
$2.72M 0.33%
54,638
-31,764
82
$2.7M 0.33%
10,813
+680
83
$2.69M 0.33%
51,545
+17,085
84
$2.69M 0.33%
21,809
+9,390
85
$2.64M 0.32%
204,240
+21,038
86
$2.57M 0.31%
34,712
+12,181
87
$2.53M 0.31%
68,394
+5,389
88
$2.53M 0.31%
93,232
+7,248
89
$2.51M 0.31%
113,967
+20,398
90
$2.4M 0.29%
14,514
-884
91
$2.39M 0.29%
77,096
+2,359
92
$2.37M 0.29%
43,830
-383
93
$2.37M 0.29%
49,454
-2,857
94
$2.34M 0.29%
33,086
+13,737
95
$2.33M 0.29%
61,652
-3,439
96
$2.28M 0.28%
59,071
+908
97
$2.27M 0.28%
43,080
+9,624
98
$2.23M 0.27%
25,210
+514
99
$2.23M 0.27%
38,300
+1,900
100
$2.21M 0.27%
15,163
-4,403
2 3
4
5 6