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
$534M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$2.94M
3
+$2.19M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.95M
5
RDIV icon
Invesco S&P Ultra Dividend Revenue ETF
RDIV
+$1.77M

Top Sells

1
+$5.7M
2
+$5.25M
3
+$3.41M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$3.08M
5
PTY icon
PIMCO Corporate & Income Opportunity Fund
PTY
+$2.04M

Sector Composition

1 Technology 5.52%
2 Industrials 4.03%
3 Financials 3.99%
4 Healthcare 3.81%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$505K 0.09%
15,853
+322
227
$499K 0.09%
7,607
-134
228
$495K 0.09%
7,253
-4,911
229
$494K 0.09%
9,383
-840
230
$487K 0.09%
+9,634
231
$486K 0.09%
6,069
-602
232
$482K 0.09%
2,828
-849
233
$482K 0.09%
8,432
234
$480K 0.09%
+2,269
235
$478K 0.09%
6,467
-25
236
$474K 0.09%
13,929
+1,205
237
$472K 0.09%
3,466
+50
238
$467K 0.09%
2,875
-128
239
$463K 0.09%
5,979
-715
240
$457K 0.09%
704
241
$455K 0.09%
5,880
-5,363
242
$447K 0.08%
5,837
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243
$447K 0.08%
4,444
+13
244
$437K 0.08%
14,065
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245
$436K 0.08%
10,078
+48
246
$435K 0.08%
5,310
+1,200
247
$429K 0.08%
+6,812
248
$429K 0.08%
+2,077
249
$421K 0.08%
7,462
+1,268
250
$420K 0.08%
+8,137
8 9
10
11 12