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
251
$420K 0.08%
3,170
+563
252
$420K 0.08%
4,131
-1,953
253
$419K 0.08%
12,260
-91
254
$419K 0.08%
8,936
-572
255
$416K 0.08%
4,592
256
$409K 0.08%
7,048
257
$406K 0.08%
5,556
+274
258
$404K 0.08%
6,189
-46
259
$403K 0.08%
6,413
-226
260
$402K 0.08%
7,764
+731
261
$401K 0.08%
+4,436
262
$397K 0.07%
8,746
+1,517
263
$393K 0.07%
8,927
+1,641
264
$386K 0.07%
2,543
+173
265
$382K 0.07%
9,956
+1,312
266
$381K 0.07%
29,218
+10,943
267
$379K 0.07%
6,200
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268
$378K 0.07%
7,475
-107
269
$375K 0.07%
3,233
-482
270
$373K 0.07%
1,550
-216
271
$371K 0.07%
2,509
-248
272
$370K 0.07%
17,266
+1,626
273
$368K 0.07%
6,950
+800
274
$368K 0.07%
6,392
+1,386
275
$361K 0.07%
16,467
-1,037
9 10
11
12 13