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
401
$2.23M 0.04%
50,164
+38,720
402
$2.22M 0.04%
+52,475
403
$2.21M 0.04%
+134,324
404
$2.21M 0.04%
3,868
+3,071
405
$2.18M 0.04%
+9,429
406
$2.17M 0.04%
+91,054
407
$2.17M 0.04%
+76,236
408
$2.17M 0.04%
73,260
+63,584
409
$2.17M 0.04%
10,017
+8,805
410
$2.14M 0.04%
42,954
+38,516
411
$2.12M 0.04%
+42,769
412
$2.1M 0.04%
+64,220
413
$2.09M 0.04%
+6,654
414
$2.09M 0.04%
101,984
+62,144
415
$2.07M 0.04%
151,726
+137,251
416
$2.07M 0.04%
+21,943
417
$2.06M 0.04%
50,829
+8,697
418
$2.06M 0.04%
30,852
+25,284
419
$2.06M 0.04%
18,046
+11,591
420
$2.04M 0.04%
46,444
+32,096
421
$2.03M 0.04%
27,008
+17,155
422
$2.02M 0.04%
61,603
+597
423
$2.01M 0.04%
+33,337
424
$2.01M 0.04%
+34,792
425
$2M 0.04%
+21,688
15 16
17
18 19