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
426
$400K 0.03%
14,049
-2,519
427
$399K 0.03%
4,018
-94
428
$398K 0.03%
11,444
+521
429
$398K 0.03%
14,206
+559
430
$394K 0.03%
9,820
+1,428
431
$390K 0.03%
+1,636
432
$388K 0.03%
27,647
-1,562
433
$387K 0.03%
+14,720
434
$387K 0.03%
2,088
+346
435
$385K 0.03%
8,922
-24
436
$385K 0.03%
16,350
+3,515
437
$385K 0.03%
8,817
+2,229
438
$384K 0.03%
797
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439
$384K 0.03%
7,667
-24,600
440
$384K 0.03%
5,568
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441
$383K 0.03%
1,323
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442
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26,348
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443
$383K 0.03%
9,501
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444
$381K 0.03%
10,544
+5,955
445
$379K 0.03%
+7,279
446
$378K 0.03%
10,542
+1,786
447
$376K 0.03%
+16,658
448
$372K 0.03%
6,021
-62
449
$371K 0.03%
384
+34
450
$367K 0.03%
+7,507
16 17
18
19 20