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
326
$260K 0.06%
4,582
-688
327
$260K 0.06%
7,012
+1,294
328
$260K 0.06%
6,095
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329
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330
$255K 0.06%
+8,195
331
$253K 0.06%
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-56
332
$252K 0.06%
41,400
+2,500
333
$252K 0.06%
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334
$252K 0.06%
17,358
+2,477
335
$251K 0.06%
2,938
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336
$249K 0.06%
5,510
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337
$249K 0.06%
5,152
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338
$249K 0.06%
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339
$237K 0.05%
+2,450
340
$235K 0.05%
8,309
-245
341
$233K 0.05%
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342
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343
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8,510
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344
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7,640
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345
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2,238
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346
$230K 0.05%
+10,185
347
$229K 0.05%
4,599
+100
348
$228K 0.05%
3,163
349
$227K 0.05%
+6,112
350
$226K 0.05%
7,957
-140
12 13
14
15 16