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
201
$908K 0.11%
8,795
+409
202
$906K 0.11%
28,815
+941
203
$905K 0.11%
7,005
+485
204
$898K 0.11%
11,507
+241
205
$893K 0.11%
7,305
+1,117
206
$892K 0.11%
5,297
-325
207
$890K 0.11%
22,852
+723
208
$882K 0.11%
19,872
-93
209
$880K 0.11%
68,338
+53,097
210
$864K 0.11%
9,880
+2,630
211
$856K 0.1%
17,361
+610
212
$835K 0.1%
6,223
-238
213
$834K 0.1%
16,383
-1,014
214
$832K 0.1%
10,400
+1,501
215
$824K 0.1%
41,094
+4,206
216
$821K 0.1%
34,903
+4,974
217
$819K 0.1%
9,690
+2,463
218
$811K 0.1%
29,404
+2,686
219
$802K 0.1%
7,044
+161
220
$801K 0.1%
42,345
+375
221
$788K 0.1%
17,917
-85
222
$788K 0.1%
27,088
+3,674
223
$785K 0.1%
725
-10
224
$771K 0.09%
14,326
+333
225
$769K 0.09%
7,060
-1,352
7 8
9
10 11