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
126
$2.21M 0.2%
63,790
-4,816
127
$2.19M 0.2%
38,020
+7,258
128
$2.17M 0.2%
88,224
-25,743
129
$2.13M 0.2%
26,284
+1,279
130
$2.11M 0.2%
23,388
+3,687
131
$2.11M 0.2%
135,930
-68,310
132
$2.1M 0.19%
21,961
+1,007
133
$2.1M 0.19%
42,238
+80
134
$2.08M 0.19%
65,890
-1,670
135
$2.06M 0.19%
18,508
+1,563
136
$2.05M 0.19%
17,324
+6,013
137
$2.04M 0.19%
47,285
+39,440
138
$2.01M 0.19%
81,776
-12,917
139
$2M 0.18%
4,585
+2,382
140
$1.98M 0.18%
30,462
+778
141
$1.97M 0.18%
21,516
-59
142
$1.97M 0.18%
47,686
-111,783
143
$1.96M 0.18%
10,983
+2,642
144
$1.96M 0.18%
+29,488
145
$1.95M 0.18%
27,643
+12,359
146
$1.9M 0.18%
18,727
-3,568
147
$1.89M 0.18%
24,712
-46,090
148
$1.89M 0.18%
23,926
-622
149
$1.89M 0.18%
79,626
+11,353
150
$1.88M 0.17%
+44,307
4 5
6
7 8