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
$452M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.44M
3
+$1.78M
4
FTHI icon
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
+$1.67M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.59M

Top Sells

1
+$1.75M
2
+$1.33M
3
+$983K
4
RAI
Reynolds American Inc
RAI
+$718K
5
DLR icon
Digital Realty Trust
DLR
+$664K

Sector Composition

1 Technology 5.35%
2 Industrials 5.28%
3 Healthcare 4.94%
4 Financials 4.56%
5 Communication Services 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$310K 0.07%
80,490
-4,240
302
$310K 0.07%
15,827
-937
303
$308K 0.07%
9,718
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304
$306K 0.07%
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305
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6,384
-146
306
$305K 0.07%
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307
$298K 0.07%
12,057
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308
$298K 0.07%
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309
$297K 0.07%
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310
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311
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7,295
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312
$293K 0.06%
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313
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314
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315
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316
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320
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321
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5,000
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14,841
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323
$265K 0.06%
5,407
-243
324
$263K 0.06%
+6,000
325
$262K 0.06%
5,013
-145
11 12
13
14 15