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
326
$3.05M 0.06%
+32,103
327
$3.05M 0.06%
65,373
+59,587
328
$3.04M 0.06%
+29,118
329
$3.03M 0.06%
+200,094
330
$3.02M 0.06%
+26,486
331
$2.99M 0.06%
54,459
+47,651
332
$2.99M 0.06%
57,671
+48,170
333
$2.97M 0.06%
65,128
+21,781
334
$2.96M 0.06%
32,779
+5,718
335
$2.94M 0.06%
+15,575
336
$2.94M 0.06%
+31,678
337
$2.93M 0.06%
27,196
+15,327
338
$2.91M 0.06%
26,553
+15,599
339
$2.91M 0.06%
148,404
+51,078
340
$2.9M 0.06%
+93,147
341
$2.9M 0.06%
111,545
+101,496
342
$2.86M 0.06%
32,582
+5,378
343
$2.85M 0.06%
51,300
+28,595
344
$2.85M 0.06%
52,844
+31,863
345
$2.84M 0.06%
34,146
+20,738
346
$2.82M 0.06%
55,292
+46,965
347
$2.82M 0.06%
50,104
+12,255
348
$2.81M 0.06%
67,380
+53,111
349
$2.8M 0.06%
+64,250
350
$2.74M 0.05%
56,241
+51,501
12 13
14
15 16