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
$1.22B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
676
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$5.18M
3
+$4.39M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.29M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.67M

Top Sells

1
+$6.32M
2
+$3.49M
3
+$3.01M
4
FTHI icon
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
+$2.35M
5
DAUG icon
FT Vest US Equity Deep Buffer ETF August
DAUG
+$1.66M

Sector Composition

1 Technology 8.36%
2 Consumer Discretionary 4.06%
3 Financials 3.5%
4 Healthcare 3.4%
5 Communication Services 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.24M 0.1%
3,135
-83
227
$1.24M 0.1%
5,945
-23
228
$1.23M 0.1%
4,898
-494
229
$1.23M 0.1%
5,229
-196
230
$1.23M 0.1%
10,954
+5,370
231
$1.23M 0.1%
13,630
+7,757
232
$1.21M 0.1%
43,405
-516
233
$1.2M 0.1%
5,434
+971
234
$1.2M 0.1%
7,280
+1,715
235
$1.19M 0.1%
17,978
-861
236
$1.19M 0.1%
177,916
+32,360
237
$1.18M 0.1%
+22,871
238
$1.13M 0.09%
7,204
-533
239
$1.13M 0.09%
2,010
+17
240
$1.13M 0.09%
18,785
-611
241
$1.13M 0.09%
36,594
-5,366
242
$1.12M 0.09%
11,869
-416
243
$1.12M 0.09%
44,301
-974
244
$1.12M 0.09%
2,388
+502
245
$1.11M 0.09%
39,628
+12,324
246
$1.11M 0.09%
30,799
+5,904
247
$1.11M 0.09%
7,476
+618
248
$1.11M 0.09%
51,670
+1,476
249
$1.1M 0.09%
13,408
-547
250
$1.09M 0.09%
14,152
+3,711
8 9
10
11 12