Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $91.5B
1-Year Est. Return 19.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$452M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.38M
3
+$1.78M
4
FTHI icon
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
+$1.64M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.55M

Top Sells

1
+$1.75M
2
+$1.22M
3
+$939K
4
RAI
Reynolds American Inc
RAI
+$718K
5
DLR icon
Digital Realty Trust
DLR
+$664K

Sector Composition

1 Technology 5.35%
2 Industrials 5.28%
3 Healthcare 4.94%
4 Financials 4.56%
5 Communication Services 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$191K 0.04%
11,525
-1,250
377
$185K 0.04%
25,583
-3,780
378
$155K 0.03%
+10,401
379
$155K 0.03%
15,384
-100
380
$147K 0.03%
17,363
+2,877
381
$147K 0.03%
46,750
382
$137K 0.03%
+10,675
383
$132K 0.03%
28,114
-760
384
$121K 0.03%
20,051
+2,189
385
$119K 0.03%
+13,054
386
$118K 0.03%
11,450
387
$95K 0.02%
110
+35
388
$85K 0.02%
2,037
389
$76K 0.02%
24,991
+3,786
390
$70K 0.02%
1,261
391
– –
-5,862
392
– –
-17,167
393
– –
-4,585
394
– –
-4,743
395
– –
-29,758
396
– –
-9,760
397
– –
-11,116
398
– –
-2,730
399
– –
-10,629
400
– –
-17,383
13 14 15
16
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