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
126
$1.71M 0.21%
19,643
+1,578
127
$1.69M 0.21%
25,255
-48
128
$1.69M 0.21%
29,149
+3,183
129
$1.66M 0.2%
19,916
-773
130
$1.66M 0.2%
13,768
-28,554
131
$1.64M 0.2%
17,444
+1,674
132
$1.56M 0.19%
17,516
+599
133
$1.55M 0.19%
32,802
+4,558
134
$1.55M 0.19%
25,107
+1,887
135
$1.54M 0.19%
7,479
-387
136
$1.52M 0.19%
11,085
+1,726
137
$1.48M 0.18%
7,135
+211
138
$1.47M 0.18%
32,409
+615
139
$1.45M 0.18%
52,500
+6,640
140
$1.43M 0.17%
27,552
-2,751
141
$1.41M 0.17%
14,654
+2,076
142
$1.41M 0.17%
31,264
+1,688
143
$1.41M 0.17%
88,210
-52,600
144
$1.4M 0.17%
11,098
-499
145
$1.4M 0.17%
19,842
+1,500
146
$1.38M 0.17%
7,179
-85
147
$1.38M 0.17%
28,596
+3,505
148
$1.34M 0.16%
57,970
+1,130
149
$1.33M 0.16%
19,692
-3,080
150
$1.33M 0.16%
39,438
+102
4 5
6
7 8