Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $59.3B
1-Year Est. Return 16.16%
This Quarter Est. Return
1 Year Est. Return
+16.16%
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
1
$24.6M 2.99%
148,385
+4,573
2
$18.1M 2.19%
517,847
+36,352
3
$17.3M 2.11%
168,934
+5,159
4
$16.7M 2.03%
89,141
+6,384
5
$16.5M 2.01%
56,610
-85
6
$15.1M 1.84%
94,604
-24,726
7
$14.2M 1.73%
253,416
-3,960
8
$14M 1.71%
180,320
+6,864
9
$11.8M 1.44%
106,204
+2,550
10
$11.4M 1.39%
89,332
-2,349
11
$8.88M 1.08%
63,810
+3,778
12
$8.77M 1.07%
77,545
+4,679
13
$8.57M 1.04%
298,923
+19,668
14
$7.47M 0.91%
44,477
+57
15
$7.4M 0.9%
48,922
+1,207
16
$7.35M 0.89%
131,355
-53,249
17
$7.23M 0.88%
83,420
-2,740
18
$7.08M 0.86%
187,652
+15,318
19
$7.01M 0.85%
114,854
-2,621
20
$6.98M 0.85%
99,706
+2,537
21
$6.56M 0.8%
245,799
+11,570
22
$6.55M 0.8%
117,822
+3,292
23
$6.54M 0.79%
126,566
+12,954
24
$6.42M 0.78%
68,981
-4,046
25
$6.3M 0.77%
40,989
+69
1
2 3 4 5