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
$86B
AUM Growth
+$26.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,604
New
Increased
Reduced
Closed

Top Buys

1 +$1.38B
2 +$1.19B
3 +$989M
4
VTV icon
Vanguard Value ETF
VTV
+$783M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$762M

Sector Composition

1 Technology 10.21%
2 Financials 4.22%
3 Consumer Discretionary 3.2%
4 Industrials 2.8%
5 Healthcare 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EVG
2876
Eaton Vance Short Duration Diversified Income Fund
EVG
$145M
$884K ﹤0.01%
78,076
+9,664
LMND icon
2877
Lemonade
LMND
$6.19B
$883K ﹤0.01%
+16,504
IAUG
2878
Innovator International Developed Power Buffer ETF - August
IAUG
$74.4M
$881K ﹤0.01%
+31,615
FDM icon
2879
First Trust Dow Jones Select MicroCap Index Fund
FDM
$223M
$881K ﹤0.01%
+11,631
RUN icon
2880
Sunrun
RUN
$4.21B
$880K ﹤0.01%
50,924
+8,484
IBMQ icon
2881
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$552M
$880K ﹤0.01%
34,339
+239
ULS icon
2882
UL Solutions
ULS
$15.8B
$878K ﹤0.01%
+12,392
NE icon
2883
Noble Corp
NE
$4.46B
$878K ﹤0.01%
31,051
+4,344
PHG icon
2884
Philips
PHG
$25.2B
$878K ﹤0.01%
32,193
+10,058
UI icon
2885
Ubiquiti
UI
$33.4B
$877K ﹤0.01%
1,326
+569
GSBD icon
2886
Goldman Sachs BDC
GSBD
$1.11B
$876K ﹤0.01%
86,124
+72
NGD
2887
New Gold Inc
NGD
$6.61B
$875K ﹤0.01%
+121,916
KT icon
2888
KT
KT
$9.07B
$874K ﹤0.01%
44,818
+3,340
BOE icon
2889
BlackRock Enhanced Global Dividend Trust
BOE
$644M
$871K ﹤0.01%
75,317
+42,647
INDY icon
2890
iShares S&P India Nifty 50 Index Fund
INDY
$628M
$870K ﹤0.01%
17,092
+4,602
WH icon
2891
Wyndham Hotels & Resorts
WH
$6B
$868K ﹤0.01%
10,857
+4,393
ELAN icon
2892
Elanco Animal Health
ELAN
$11B
$867K ﹤0.01%
43,070
+13,364
IPAY icon
2893
Amplify Mobile Payments ETF
IPAY
$224M
$867K ﹤0.01%
15,176
-49
WDS icon
2894
Woodside Energy
WDS
$27.7B
$861K ﹤0.01%
57,190
+15,165
HUT
2895
Hut 8
HUT
$4.17B
$861K ﹤0.01%
+24,722
UJUN icon
2896
Innovator US Equity Ultra Buffer ETF June
UJUN
$81.9M
$860K ﹤0.01%
23,430
+6,351
ITGR icon
2897
Integer Holdings
ITGR
$2.75B
$859K ﹤0.01%
8,313
+3,648
KB icon
2898
KB Financial Group
KB
$30.6B
$859K ﹤0.01%
10,357
+1,773
NHI icon
2899
National Health Investors
NHI
$3.73B
$858K ﹤0.01%
10,789
+5,997
SDEM icon
2900
Global X MSCI SuperDividend Emerging Markets ETF
SDEM
$42.1M
$856K ﹤0.01%
30,318
+6,078