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
301
$3.33M 0.07%
16,000
+11,310
302
$3.33M 0.07%
+104,730
303
$3.31M 0.07%
20,544
-37,139
304
$3.31M 0.07%
12,167
+9,275
305
$3.3M 0.07%
224,400
+208,752
306
$3.29M 0.07%
21,735
+19,186
307
$3.28M 0.07%
+43,289
308
$3.28M 0.06%
+13,693
309
$3.27M 0.06%
19,459
+9,576
310
$3.25M 0.06%
+64,881
311
$3.25M 0.06%
42,199
+25,158
312
$3.23M 0.06%
+18,992
313
$3.22M 0.06%
16,091
+14,435
314
$3.21M 0.06%
32,253
+8,976
315
$3.21M 0.06%
+7,863
316
$3.2M 0.06%
15,855
+13,076
317
$3.19M 0.06%
148,737
+32,085
318
$3.17M 0.06%
57,044
+44,079
319
$3.16M 0.06%
38,067
+20,089
320
$3.13M 0.06%
20,412
+11,064
321
$3.11M 0.06%
+125,539
322
$3.1M 0.06%
+44,671
323
$3.08M 0.06%
44,603
+32,041
324
$3.07M 0.06%
23,275
+19,257
325
$3.06M 0.06%
14,757
+12,669
11 12
13
14 15