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
351
$568K 0.05%
747
+214
352
$565K 0.05%
32,046
+1,549
353
$565K 0.05%
14,348
+1
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$563K 0.05%
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$562K 0.05%
43,472
-597
356
$561K 0.05%
42,510
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357
$561K 0.05%
5,077
-9,457
358
$556K 0.05%
42,960
+2,192
359
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40,760
+14,870
360
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10,823
+3,414
361
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10,510
-6,390
362
$543K 0.04%
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363
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3,253
-146
364
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20,670
+2,599
365
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28,869
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21,713
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369
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36,595
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370
$524K 0.04%
29,756
+2,751
371
$523K 0.04%
3,593
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372
$519K 0.04%
16,971
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373
$519K 0.04%
4,854
+1,870
374
$517K 0.04%
9,283
375
$512K 0.04%
21,919
+9,084
13 14
15
16 17