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
351
$2.74M 0.05%
38,966
+33,847
352
$2.73M 0.05%
120,084
+91,215
353
$2.73M 0.05%
18,300
+14,039
354
$2.73M 0.05%
12,144
+6,677
355
$2.72M 0.05%
+41,304
356
$2.7M 0.05%
84,288
+67,892
357
$2.69M 0.05%
22,800
+16,240
358
$2.67M 0.05%
80,251
+54,221
359
$2.67M 0.05%
12,675
+8,194
360
$2.67M 0.05%
15,525
+5,766
361
$2.65M 0.05%
33,893
+6,196
362
$2.63M 0.05%
130,978
-8,814
363
$2.62M 0.05%
+248,760
364
$2.6M 0.05%
57,112
+6,305
365
$2.59M 0.05%
7,789
+6,214
366
$2.58M 0.05%
21,499
+18,655
367
$2.58M 0.05%
21,323
+17,724
368
$2.57M 0.05%
54,650
+34,985
369
$2.56M 0.05%
23,279
+7,741
370
$2.55M 0.05%
290,064
+112,148
371
$2.53M 0.05%
49,925
+31,586
372
$2.53M 0.05%
141,496
-10,535
373
$2.52M 0.05%
27,642
+23,844
374
$2.52M 0.05%
11,329
+9,133
375
$2.52M 0.05%
15,218
+7,938
13 14
15
16 17