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
126
$1.76M 0.22%
29,684
+1,848
127
$1.73M 0.21%
30,762
+22,485
128
$1.72M 0.21%
20,297
+9,741
129
$1.69M 0.21%
65,658
-1,646
130
$1.67M 0.2%
21,203
+1,079
131
$1.64M 0.2%
17,600
+4,025
132
$1.63M 0.2%
36,147
+6,164
133
$1.6M 0.2%
67,560
+9,870
134
$1.58M 0.19%
24,002
+8,720
135
$1.58M 0.19%
39,393
-14,860
136
$1.56M 0.19%
20,484
-3,727
137
$1.52M 0.19%
8,341
+260
138
$1.52M 0.19%
40,570
+8,290
139
$1.51M 0.18%
36,576
+9,272
140
$1.5M 0.18%
+38,624
141
$1.48M 0.18%
38,749
-6,279
142
$1.46M 0.18%
12,134
+570
143
$1.45M 0.18%
68,273
+3,435
144
$1.42M 0.17%
52,520
-18,060
145
$1.41M 0.17%
16,228
+937
146
$1.4M 0.17%
12,042
+287
147
$1.39M 0.17%
49,430
+2,149
148
$1.38M 0.17%
7,099
+349
149
$1.38M 0.17%
57,480
-2,810
150
$1.35M 0.17%
19,701
-3,507
4 5
6
7 8