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
$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
1
$37.9M 3.51%
187,700
+9,891
2
$30.8M 2.85%
124,355
-1,582
3
$27M 2.5%
295,832
+25,180
4
$19.9M 1.84%
199,584
+44,908
5
$16.7M 1.55%
120,940
+6,320
6
$15.8M 1.46%
77,453
+7,698
7
$15.7M 1.46%
518,857
-157,226
8
$15M 1.39%
126,870
+28,510
9
$14.8M 1.38%
217,453
+12,118
10
$14.7M 1.36%
161,511
-10,999
11
$14.7M 1.36%
47,651
-5,376
12
$13.3M 1.23%
46,986
+2,091
13
$12.3M 1.14%
64,252
-12,922
14
$11.9M 1.1%
196,506
+21,241
15
$11.3M 1.05%
211,204
+54,541
16
$11M 1.02%
67,016
+3,817
17
$9.94M 0.92%
270,950
+1,606
18
$9.86M 0.91%
200,577
+44,676
19
$9.64M 0.89%
85,618
-2,318
20
$9.64M 0.89%
71,673
+49,864
21
$9.16M 0.85%
122,412
+5,118
22
$8.19M 0.76%
480,402
+4,766
23
$8.17M 0.76%
26,377
+3,112
24
$7.85M 0.73%
208,717
+107,767
25
$7.77M 0.72%
53,320
+6,143
1
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