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
401
$458K 0.04%
15,903
-68
402
$454K 0.04%
10,323
+4,611
403
$452K 0.04%
7,613
+899
404
$450K 0.04%
4,945
+169
405
$448K 0.04%
14,264
406
$448K 0.04%
69,705
-10,837
407
$444K 0.04%
1,362
+231
408
$442K 0.04%
2,706
+455
409
$439K 0.04%
22,540
-445
410
$437K 0.04%
8,051
+2,642
411
$433K 0.04%
25,368
+768
412
$432K 0.04%
5,436
+1,284
413
$426K 0.03%
30,527
-1,491
414
$424K 0.03%
7,159
+2,518
415
$424K 0.03%
12,946
+401
416
$423K 0.03%
7,780
+1,488
417
$422K 0.03%
2,876
+958
418
$422K 0.03%
14,269
+263
419
$418K 0.03%
12,034
+5,334
420
$417K 0.03%
1,761
-645
421
$409K 0.03%
122,227
+27,240
422
$408K 0.03%
7,790
-1,568
423
$406K 0.03%
6,877
+64
424
$404K 0.03%
+16,180
425
$401K 0.03%
28,970
15 16
17
18 19