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
101
$2.2M 0.27%
10,104
+646
102
$2.2M 0.27%
29,620
+1,635
103
$2.19M 0.27%
73,782
+24,749
104
$2.12M 0.26%
133,340
-3,612
105
$2.11M 0.26%
42,844
+2,078
106
$2.1M 0.26%
36,316
+1,928
107
$2.09M 0.25%
67,239
+56,914
108
$2.04M 0.25%
50,139
+1,516
109
$2.02M 0.25%
49,303
+13,224
110
$2.02M 0.25%
23,682
+4,330
111
$2M 0.24%
+58,711
112
$1.98M 0.24%
136,501
-2,497
113
$1.95M 0.24%
30,218
+316
114
$1.94M 0.24%
25,523
-111
115
$1.94M 0.24%
65,718
+2,801
116
$1.89M 0.23%
67,116
+817
117
$1.88M 0.23%
25,647
-7,041
118
$1.86M 0.23%
63,583
-14,684
119
$1.85M 0.22%
18,232
+2,174
120
$1.79M 0.22%
16,538
+2,155
121
$1.79M 0.22%
16,381
+9,292
122
$1.76M 0.21%
404,360
+40,560
123
$1.75M 0.21%
14,486
-1,551
124
$1.75M 0.21%
21,797
-871
125
$1.75M 0.21%
27,754
-2,072
3 4
5
6 7