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
276
$897K 0.07%
29,032
+2,700
277
$895K 0.07%
11,041
+2,333
278
$891K 0.07%
14,021
+2,818
279
$879K 0.07%
7,213
-692
280
$859K 0.07%
26,975
-52,153
281
$854K 0.07%
+13,403
282
$852K 0.07%
13,304
+779
283
$845K 0.07%
7,780
+3,344
284
$833K 0.07%
7,412
+28
285
$833K 0.07%
15,981
+5,793
286
$829K 0.07%
7,720
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287
$829K 0.07%
10,980
+5,148
288
$828K 0.07%
703
289
$828K 0.07%
26,030
290
$814K 0.07%
43,178
-9,308
291
$813K 0.07%
2,892
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292
$803K 0.07%
15,747
+2,075
293
$802K 0.07%
12,562
+1,114
294
$799K 0.07%
1,647
+111
295
$799K 0.07%
18,451
+275
296
$798K 0.07%
18,526
+2,391
297
$798K 0.07%
34,356
-3,867
298
$795K 0.07%
4,690
+1,184
299
$795K 0.07%
16,128
+281
300
$778K 0.06%
9,853
+299
10 11
12
13 14