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
301
$769K 0.06%
18,662
302
$768K 0.06%
2,129
+163
303
$767K 0.06%
48,386
+1,381
304
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32,304
+2,559
305
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306
$744K 0.06%
47,672
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307
$742K 0.06%
6,560
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308
$731K 0.06%
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309
$724K 0.06%
72,104
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310
$723K 0.06%
22,015
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311
$718K 0.06%
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312
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313
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24,339
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314
$709K 0.06%
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315
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319
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$697K 0.06%
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321
$696K 0.06%
39,840
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322
$683K 0.06%
3,195
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323
$682K 0.06%
5,108
+386
324
$682K 0.06%
3,343
-706
325
$681K 0.06%
6,280
-16
11 12
13
14 15