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
151
$1.31M 0.16%
18,612
+4,770
152
$1.31M 0.16%
11,574
+154
153
$1.31M 0.16%
52,578
+8,086
154
$1.31M 0.16%
14,004
+616
155
$1.29M 0.16%
10,164
+571
156
$1.29M 0.16%
33,906
+1,300
157
$1.28M 0.16%
39,273
+10,951
158
$1.26M 0.15%
11,356
+625
159
$1.23M 0.15%
8,560
+1,373
160
$1.23M 0.15%
37,809
+10,673
161
$1.21M 0.15%
14,026
+807
162
$1.2M 0.15%
5,551
+1
163
$1.18M 0.14%
23,120
+3,913
164
$1.15M 0.14%
22,370
-3,251
165
$1.15M 0.14%
6,857
-422
166
$1.15M 0.14%
19,115
-122
167
$1.14M 0.14%
10,098
+823
168
$1.13M 0.14%
14,787
+976
169
$1.13M 0.14%
19,455
-1,133
170
$1.12M 0.14%
16,441
-249
171
$1.11M 0.13%
27,662
+3,784
172
$1.11M 0.13%
8,059
-864
173
$1.1M 0.13%
6,507
-215
174
$1.1M 0.13%
9,418
-601
175
$1.09M 0.13%
3,036
+42
5 6
7
8 9