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
201
$1.27M 0.12%
3,918
+1,369
202
$1.27M 0.12%
26,177
-880
203
$1.25M 0.12%
3,218
-90
204
$1.25M 0.12%
24,078
+3,071
205
$1.22M 0.11%
+22,064
206
$1.2M 0.11%
9,461
+212
207
$1.18M 0.11%
18,839
+321
208
$1.16M 0.11%
4,500
+194
209
$1.16M 0.11%
43,921
+1,679
210
$1.16M 0.11%
28,967
-2,200
211
$1.14M 0.11%
19,396
+388
212
$1.13M 0.1%
29,033
-255
213
$1.13M 0.1%
6,858
-193
214
$1.13M 0.1%
19,862
-400
215
$1.12M 0.1%
3,657
+966
216
$1.12M 0.1%
33,291
+6,561
217
$1.12M 0.1%
45,275
-12,362
218
$1.11M 0.1%
13,955
-18
219
$1.11M 0.1%
15,863
+742
220
$1.11M 0.1%
12,285
-2,128
221
$1.11M 0.1%
6,495
+1,400
222
$1.11M 0.1%
16,111
+8,517
223
$1.1M 0.1%
24,576
+1,294
224
$1.1M 0.1%
8,551
-635
225
$1.08M 0.1%
5,425
-68
7 8
9
10 11