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
151
$1.34M 0.16%
46,249
+36,831
152
$1.34M 0.16%
16,553
+507
153
$1.3M 0.16%
21,973
+4,551
154
$1.3M 0.16%
24,548
+2,924
155
$1.29M 0.16%
90,646
+14,541
156
$1.29M 0.16%
11,699
+5,735
157
$1.27M 0.16%
27,580
+3,151
158
$1.27M 0.16%
57,637
+13,427
159
$1.27M 0.16%
36,887
+1,383
160
$1.26M 0.15%
19,122
+10,215
161
$1.25M 0.15%
27,057
+5,955
162
$1.2M 0.15%
20,954
+104
163
$1.19M 0.15%
91,032
+3,428
164
$1.18M 0.14%
7,214
+304
165
$1.17M 0.14%
29,288
-403
166
$1.17M 0.14%
12,125
+5,451
167
$1.17M 0.14%
5,376
+1,838
168
$1.15M 0.14%
10,143
+2,570
169
$1.14M 0.14%
11,634
-3,999
170
$1.14M 0.14%
21,007
-1,499
171
$1.12M 0.14%
13,973
+97
172
$1.11M 0.14%
15,284
+2,538
173
$1.11M 0.14%
7,712
-125
174
$1.1M 0.14%
15,121
-89
175
$1.1M 0.13%
9,186
+511
5 6
7
8 9