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
251
$437K 0.1%
44,879
-3,880
252
$430K 0.1%
8,411
+168
253
$430K 0.1%
9,823
+7
254
$429K 0.1%
6,522
+2,235
255
$427K 0.09%
6,000
-318
256
$424K 0.09%
5,108
+795
257
$422K 0.09%
708
-22
258
$422K 0.09%
+8,767
259
$421K 0.09%
15,850
-812
260
$418K 0.09%
22,039
+3,489
261
$416K 0.09%
14,031
-2,179
262
$416K 0.09%
8,445
+203
263
$415K 0.09%
+23,175
264
$414K 0.09%
3,715
-209
265
$412K 0.09%
4,445
-363
266
$410K 0.09%
12,351
267
$409K 0.09%
7,978
-1,406
268
$406K 0.09%
6,756
+1,929
269
$405K 0.09%
7,026
-2,819
270
$405K 0.09%
8,821
-1,328
271
$398K 0.09%
5,184
-520
272
$398K 0.09%
2,736
+545
273
$397K 0.09%
4,592
274
$394K 0.09%
6,233
+3
275
$388K 0.09%
6,915
9 10
11
12 13