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
176
$1.08M 0.13%
22,089
-1,002
177
$1.07M 0.13%
8,624
+284
178
$1.07M 0.13%
11,704
+428
179
$1.06M 0.13%
12,442
+2,531
180
$1.06M 0.13%
8,822
+53
181
$1.05M 0.13%
25,152
+6,322
182
$1.04M 0.13%
6,373
-43
183
$1.02M 0.12%
23,987
-1,524
184
$1.02M 0.12%
20,434
+1,533
185
$997K 0.12%
16,809
+1,803
186
$995K 0.12%
11,225
-640
187
$992K 0.12%
9,305
-32
188
$987K 0.12%
11,669
+53
189
$977K 0.12%
106,623
+47,020
190
$976K 0.12%
19,308
+1,545
191
$974K 0.12%
15,822
+1,533
192
$972K 0.12%
3,336
+469
193
$968K 0.12%
15,935
-228
194
$962K 0.12%
17,430
+240
195
$951K 0.12%
15,733
-3,017
196
$944K 0.11%
+21,502
197
$938K 0.11%
15,612
+5,339
198
$917K 0.11%
5,104
-436
199
$916K 0.11%
15,801
+7,196
200
$916K 0.11%
+6,410
6 7
8
9 10