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
$5.05B
AUM Growth
+$3.83B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,563
New
Increased
Reduced
Closed

Top Buys

1
+$194M
2
+$102M
3
+$72.4M
4
MSFT icon
Microsoft
MSFT
+$55.1M
5
AMZN icon
Amazon
AMZN
+$54.2M

Top Sells

1
+$5.99M
2
+$3.11M
3
+$2.84M
4
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$1.6M
5
FTHI icon
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
+$1.42M

Sector Composition

1 Technology 11.24%
2 Healthcare 5.22%
3 Consumer Discretionary 4.76%
4 Financials 4.52%
5 Communication Services 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4.39M 0.09%
69,746
+38,318
252
$4.37M 0.09%
60,041
+54,028
253
$4.37M 0.09%
+157,270
254
$4.36M 0.09%
38,520
+29,050
255
$4.34M 0.09%
14,182
+8,818
256
$4.33M 0.09%
194,668
+169,300
257
$4.33M 0.09%
+263,947
258
$4.31M 0.09%
31,946
+24,769
259
$4.28M 0.08%
+86,581
260
$4.28M 0.08%
53,460
+42,950
261
$4.24M 0.08%
135,062
+82,408
262
$4.2M 0.08%
71,395
+44,491
263
$4.15M 0.08%
64,369
+59,775
264
$4.12M 0.08%
25,040
+10,041
265
$4.1M 0.08%
+108,862
266
$4.09M 0.08%
81,617
+53,530
267
$4.07M 0.08%
62,266
+22,409
268
$4.07M 0.08%
17,201
+12,157
269
$4.06M 0.08%
+101,385
270
$4.06M 0.08%
32,106
+8,481
271
$4.05M 0.08%
+39,462
272
$4.03M 0.08%
45,652
+41,560
273
$3.97M 0.08%
109,599
+78,800
274
$3.95M 0.08%
42,359
+30,160
275
$3.92M 0.08%
116,132
+18,487
9 10
11
12 13