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
251
$1.08M 0.09%
23,016
+1,997
252
$1.07M 0.09%
11,288
+837
253
$1.07M 0.09%
22,705
+143
254
$1.06M 0.09%
7,177
+254
255
$1.05M 0.09%
34,975
+589
256
$1.04M 0.09%
12,079
+441
257
$1.02M 0.08%
7,387
-4
258
$1.01M 0.08%
19,347
-515
259
$1.01M 0.08%
15,186
+2,649
260
$996K 0.08%
20,712
-1,737
261
$994K 0.08%
34,968
+22,646
262
$987K 0.08%
17,041
+334
263
$976K 0.08%
31,817
+5,015
264
$975K 0.08%
23,411
-24,275
265
$973K 0.08%
12,199
+628
266
$969K 0.08%
9,470
-1,490
267
$953K 0.08%
20,954
+457
268
$939K 0.08%
4,481
+258
269
$938K 0.08%
7,472
+812
270
$938K 0.08%
15,715
-356
271
$930K 0.08%
18,339
+3,085
272
$927K 0.08%
12,696
-416
273
$925K 0.08%
35,712
+1,488
274
$916K 0.08%
27,146
+2,314
275
$915K 0.07%
15,020
+4,520
9 10
11
12 13