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
351
$221K 0.04%
2,760
+54
352
$219K 0.04%
+5,456
353
$219K 0.04%
6,345
-390
354
$217K 0.04%
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-68
355
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10,591
-3,484
356
$215K 0.04%
3,440
-1,067
357
$214K 0.04%
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358
$214K 0.04%
2,562
-1,993
359
$213K 0.04%
13,304
-1,340
360
$213K 0.04%
7,478
-15
361
$211K 0.04%
1,845
362
$209K 0.04%
4,790
363
$209K 0.04%
+4,201
364
$209K 0.04%
+4,636
365
$208K 0.04%
32,550
-7,000
366
$206K 0.04%
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367
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3,569
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368
$204K 0.04%
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+11
369
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+3,362
370
$202K 0.04%
+2,205
371
$201K 0.04%
6,825
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372
$201K 0.04%
7,052
+342
373
$201K 0.04%
+3,176
374
$185K 0.03%
+11,052
375
$176K 0.03%
10,991
+1,000
13 14
15
16 17