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
101
$2.18M 0.27%
68,606
-2,174
102
$2.18M 0.27%
22,295
+2,390
103
$2.18M 0.27%
27,080
+1,881
104
$2.17M 0.27%
258,072
-6,574
105
$2.16M 0.26%
38,960
+125
106
$2.15M 0.26%
37,610
+8,066
107
$2.14M 0.26%
12,965
+5,422
108
$2.13M 0.26%
56,646
+44,202
109
$2.13M 0.26%
15,089
+1,261
110
$2.12M 0.26%
94,693
+24,557
111
$2.1M 0.26%
20,283
-4,934
112
$2.08M 0.25%
28,265
+5,234
113
$1.98M 0.24%
63,051
-7,455
114
$1.98M 0.24%
44,741
+1,453
115
$1.98M 0.24%
42,158
+1,601
116
$1.97M 0.24%
27,230
+2,191
117
$1.95M 0.24%
21,575
+3,404
118
$1.92M 0.24%
18,132
-3,654
119
$1.9M 0.23%
48,387
+1,382
120
$1.9M 0.23%
37,263
+4,815
121
$1.8M 0.22%
30,511
+2,009
122
$1.8M 0.22%
16,945
+767
123
$1.79M 0.22%
25,005
+3,904
124
$1.77M 0.22%
29,476
-2,568
125
$1.76M 0.22%
19,747
+15,239
3 4
5
6 7