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
376
$2.51M 0.05%
7,433
+5,045
377
$2.5M 0.05%
+14,717
378
$2.47M 0.05%
52,635
+17,016
379
$2.47M 0.05%
+48,105
380
$2.46M 0.05%
34,755
+14,755
381
$2.45M 0.05%
10,008
+8,712
382
$2.43M 0.05%
48,642
+42,318
383
$2.43M 0.05%
36,386
+11,520
384
$2.42M 0.05%
+26,180
385
$2.42M 0.05%
+80,398
386
$2.39M 0.05%
+18,019
387
$2.38M 0.05%
17,843
+13,653
388
$2.35M 0.05%
44,211
+8,397
389
$2.34M 0.05%
70,618
+43,643
390
$2.32M 0.05%
20,253
+12,274
391
$2.32M 0.05%
11,759
+8,569
392
$2.3M 0.05%
14,503
+7,116
393
$2.3M 0.05%
+4,604
394
$2.3M 0.05%
17,256
+1,102
395
$2.29M 0.05%
+25,562
396
$2.28M 0.05%
36,715
+22,426
397
$2.28M 0.05%
+47,808
398
$2.27M 0.05%
+56,642
399
$2.24M 0.04%
40,594
+12,236
400
$2.24M 0.04%
+1,339
14 15
16
17 18