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
76
$3.59M 0.33%
101,035
-2,580
77
$3.58M 0.33%
21,396
+2,796
78
$3.56M 0.33%
44,133
-23,648
79
$3.55M 0.33%
19,361
+842
80
$3.44M 0.32%
57,874
-3,670
81
$3.37M 0.31%
65,020
+28,444
82
$3.37M 0.31%
+49,936
83
$3.37M 0.31%
9,225
-66
84
$3.35M 0.31%
196,752
+105,720
85
$3.3M 0.31%
49,055
-5,354
86
$3.29M 0.3%
151,740
+6,655
87
$3.25M 0.3%
104,878
+27,782
88
$3.17M 0.29%
38,796
+4,084
89
$3.13M 0.29%
42,450
+14,185
90
$3.12M 0.29%
78,766
-14,466
91
$3.11M 0.29%
39,517
+6,431
92
$3.08M 0.29%
30,288
-7,168
93
$3.06M 0.28%
183,270
-144,249
94
$2.97M 0.27%
17,557
+2,468
95
$2.94M 0.27%
9,981
-832
96
$2.91M 0.27%
58,772
-2,247
97
$2.9M 0.27%
40,960
+2,660
98
$2.88M 0.27%
15,632
+1,118
99
$2.87M 0.27%
17,528
+4,563
100
$2.87M 0.27%
104,331
-22,699
2 3
4
5 6