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
$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
1
$24M 2.94%
125,937
+37,840
2
$22.7M 2.78%
177,809
+20,807
3
$18.7M 2.29%
676,083
+111,689
4
$17.2M 2.11%
270,652
-15,044
5
$13.7M 1.67%
53,027
-350
6
$12M 1.47%
154,676
+29,249
7
$11.7M 1.43%
172,510
-1,624
8
$11.5M 1.41%
205,335
+19,572
9
$11.2M 1.37%
114,620
+19,480
10
$11M 1.35%
69,755
+4,495
11
$10.6M 1.3%
44,895
+2,254
12
$9.85M 1.21%
98,360
+13,472
13
$9.47M 1.16%
175,265
+15,101
14
$8.52M 1.04%
77,174
-10,060
15
$8.03M 0.98%
63,199
+2,343
16
$7.98M 0.98%
475,636
+208,022
17
$7.48M 0.92%
87,936
+2,257
18
$7.37M 0.9%
117,294
+12,247
19
$6.99M 0.86%
65,628
+19,578
20
$6.91M 0.85%
313,908
-109
21
$6.66M 0.81%
123,085
+7,304
22
$6.54M 0.8%
155,901
+18,780
23
$6.54M 0.8%
156,663
-11,878
24
$6.4M 0.78%
643,008
+87,064
25
$6.35M 0.78%
159,469
+20,678
1
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