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
176
$1.51M 0.14%
+27,641
177
$1.51M 0.14%
7,040
-174
178
$1.5M 0.14%
18,833
+2,280
179
$1.5M 0.14%
14,101
+8,469
180
$1.5M 0.14%
55,204
+2,684
181
$1.48M 0.14%
5,722
+346
182
$1.48M 0.14%
20,550
-1,890
183
$1.48M 0.14%
11,334
+3,397
184
$1.47M 0.14%
11,127
-1,007
185
$1.46M 0.14%
52,072
+2,642
186
$1.45M 0.13%
11,431
-611
187
$1.45M 0.13%
15,848
+6,662
188
$1.44M 0.13%
39,438
+4,719
189
$1.37M 0.13%
14,159
+10,561
190
$1.35M 0.13%
9,329
+1,511
191
$1.35M 0.12%
9,464
+534
192
$1.34M 0.12%
39,401
+2,366
193
$1.33M 0.12%
3,682
+96
194
$1.32M 0.12%
50,936
+7,126
195
$1.31M 0.12%
10,258
-1,376
196
$1.3M 0.12%
7,458
-254
197
$1.3M 0.12%
34,386
+2,534
198
$1.29M 0.12%
4,267
+1,280
199
$1.29M 0.12%
+8,603
200
$1.27M 0.12%
41,960
-324
6 7
8
9 10