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
$452M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.44M
3
+$1.78M
4
FTHI icon
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
+$1.67M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.59M

Top Sells

1
+$1.75M
2
+$1.33M
3
+$983K
4
RAI
Reynolds American Inc
RAI
+$718K
5
DLR icon
Digital Realty Trust
DLR
+$664K

Sector Composition

1 Technology 5.35%
2 Industrials 5.28%
3 Healthcare 4.94%
4 Financials 4.56%
5 Communication Services 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$522K 0.12%
7,060
+2,310
227
$515K 0.11%
5,740
+35
228
$503K 0.11%
22,948
-28,374
229
$499K 0.11%
+4,786
230
$494K 0.11%
14,745
+1,364
231
$494K 0.11%
2,941
+141
232
$487K 0.11%
4,612
233
$483K 0.11%
4,347
+312
234
$481K 0.11%
10,417
+3
235
$481K 0.11%
3,446
+2
236
$479K 0.11%
4,490
-378
237
$477K 0.11%
+9,669
238
$475K 0.11%
2,514
+179
239
$475K 0.11%
19,069
-2,414
240
$472K 0.1%
9,275
+13
241
$471K 0.1%
6,472
+365
242
$471K 0.1%
6,782
-28
243
$468K 0.1%
3,585
244
$463K 0.1%
5,730
+622
245
$462K 0.1%
11,965
+286
246
$461K 0.1%
5,180
+1,560
247
$459K 0.1%
3,847
-81
248
$448K 0.1%
19,259
-67
249
$443K 0.1%
9,053
+1,701
250
$442K 0.1%
29,856
-118
8 9
10
11 12