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
101
$2.85M 0.26%
28,502
+3,292
102
$2.79M 0.26%
31,329
+4,099
103
$2.79M 0.26%
58,649
-4,402
104
$2.77M 0.26%
+102,070
105
$2.73M 0.25%
61,956
+5,310
106
$2.68M 0.25%
68,292
+9,221
107
$2.65M 0.25%
44,362
+532
108
$2.61M 0.24%
23,950
+3,653
109
$2.55M 0.24%
25,948
+5,464
110
$2.51M 0.23%
52,419
-15,975
111
$2.5M 0.23%
21,653
+3,521
112
$2.5M 0.23%
26,777
+7,030
113
$2.49M 0.23%
35,880
-1,730
114
$2.47M 0.23%
47,865
+10,602
115
$2.45M 0.23%
53,880
+13,310
116
$2.41M 0.22%
79,128
+70,510
117
$2.41M 0.22%
52,948
+14,324
118
$2.4M 0.22%
53,679
+8,938
119
$2.4M 0.22%
20,440
+157
120
$2.39M 0.22%
25,656
-1,424
121
$2.38M 0.22%
44,483
+173
122
$2.26M 0.21%
42,934
-6,520
123
$2.26M 0.21%
+30,495
124
$2.24M 0.21%
20,139
+2,539
125
$2.22M 0.21%
36,535
-2,214
3 4
5
6 7