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
326
$672K 0.06%
45,617
+3,261
327
$668K 0.05%
6,408
+219
328
$665K 0.05%
6,455
-202
329
$657K 0.05%
9,329
+4,807
330
$652K 0.05%
11,084
+1,887
331
$651K 0.05%
20,981
+844
332
$647K 0.05%
6,348
-126
333
$619K 0.05%
44,276
+602
334
$618K 0.05%
24,246
-1,228
335
$617K 0.05%
17,457
+4,815
336
$616K 0.05%
20,156
-1,373
337
$616K 0.05%
4,801
+1,808
338
$613K 0.05%
3,172
+215
339
$612K 0.05%
6,404
+1,249
340
$611K 0.05%
5,479
-3,127
341
$609K 0.05%
3,190
+948
342
$605K 0.05%
5,804
+166
343
$603K 0.05%
19,620
+675
344
$592K 0.05%
2,673
+349
345
$584K 0.05%
2,779
+302
346
$580K 0.05%
6,306
+968
347
$578K 0.05%
16,089
+2,045
348
$577K 0.05%
+14,803
349
$574K 0.05%
2,259
-39
350
$571K 0.05%
28,441
+4,931
12 13
14
15 16