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
201
$950K 0.12%
10,960
-1,501
202
$944K 0.12%
4,306
+1,531
203
$926K 0.11%
31,852
+20,533
204
$924K 0.11%
9,249
+1,800
205
$923K 0.11%
20,262
-2,295
206
$906K 0.11%
7,937
-556
207
$900K 0.11%
14,441
+4,101
208
$899K 0.11%
26,730
+820
209
$896K 0.11%
22,647
+3,550
210
$893K 0.11%
18,518
-1,131
211
$892K 0.11%
7,019
+428
212
$872K 0.11%
32,555
-9,004
213
$859K 0.11%
15,890
+5,539
214
$858K 0.11%
+46,607
215
$852K 0.1%
2,987
+78
216
$844K 0.1%
17,399
-611
217
$834K 0.1%
71,707
-102,526
218
$834K 0.1%
7,073
-984
219
$832K 0.1%
23,282
+960
220
$814K 0.1%
2,691
+709
221
$804K 0.1%
20,352
+8,220
222
$798K 0.1%
5,493
-37
223
$792K 0.1%
1,799
+151
224
$791K 0.1%
17,268
-4,017
225
$787K 0.1%
8,466
-491
7 8
9
10 11