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
$534M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$2.94M
3
+$2.19M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.95M
5
RDIV icon
Invesco S&P Ultra Dividend Revenue ETF
RDIV
+$1.77M

Top Sells

1
+$5.7M
2
+$5.25M
3
+$3.41M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$3.08M
5
PTY icon
PIMCO Corporate & Income Opportunity Fund
PTY
+$2.04M

Sector Composition

1 Technology 5.52%
2 Industrials 4.03%
3 Financials 3.99%
4 Healthcare 3.81%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$244K 0.05%
5,125
+35
327
$243K 0.05%
1,787
328
$238K 0.04%
3,480
-50
329
$238K 0.04%
+8,439
330
$237K 0.04%
2,714
+115
331
$237K 0.04%
2,135
+48
332
$236K 0.04%
5,410
-100
333
$236K 0.04%
3,048
-398
334
$236K 0.04%
+1,967
335
$236K 0.04%
+6,595
336
$236K 0.04%
2,355
-100
337
$233K 0.04%
9,559
-597
338
$233K 0.04%
3,168
+1
339
$232K 0.04%
+6,306
340
$230K 0.04%
1,561
-45
341
$230K 0.04%
12,878
-1,569
342
$229K 0.04%
1,062
-101
343
$227K 0.04%
3,410
-359
344
$227K 0.04%
+12,217
345
$227K 0.04%
2,536
+480
346
$226K 0.04%
8,995
347
$226K 0.04%
+6,100
348
$225K 0.04%
+8,174
349
$224K 0.04%
6,259
-475
350
$222K 0.04%
+5,135
12 13
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