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
151
$1.85M 0.17%
30,906
+395
152
$1.83M 0.17%
79,103
+28,712
153
$1.82M 0.17%
29,532
+7,559
154
$1.8M 0.17%
19,670
-1,533
155
$1.79M 0.17%
10,297
+4,685
156
$1.79M 0.17%
41,238
+1,845
157
$1.78M 0.17%
18,725
+2,497
158
$1.73M 0.16%
28,868
-608
159
$1.72M 0.16%
94,413
+80,808
160
$1.71M 0.16%
48,331
+2,082
161
$1.7M 0.16%
23,137
-865
162
$1.69M 0.16%
30,021
-8,939
163
$1.67M 0.15%
14,444
+4,301
164
$1.66M 0.15%
27,443
+89
165
$1.64M 0.15%
50,934
-14,724
166
$1.61M 0.15%
14,534
+2,835
167
$1.6M 0.15%
30,502
-5,645
168
$1.58M 0.15%
32,267
+6,076
169
$1.58M 0.15%
25,647
+16,058
170
$1.54M 0.14%
7,163
+64
171
$1.54M 0.14%
47,670
-9,810
172
$1.53M 0.14%
13,972
+1,847
173
$1.53M 0.14%
29,217
+1,637
174
$1.52M 0.14%
39,103
+2,216
175
$1.52M 0.14%
5,462
+670
5 6
7
8 9