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
451
$365K 0.03%
+9,814
452
$364K 0.03%
2,245
+48
453
$363K 0.03%
11,191
-2,890
454
$363K 0.03%
+1,656
455
$363K 0.03%
20,476
-1,141
456
$361K 0.03%
3,599
+18
457
$361K 0.03%
11,974
+3,925
458
$354K 0.03%
1,700
-594
459
$352K 0.03%
2,162
+533
460
$352K 0.03%
6,013
+225
461
$351K 0.03%
4,665
+776
462
$351K 0.03%
13,400
-1,070
463
$350K 0.03%
1,044
+172
464
$348K 0.03%
3,992
+964
465
$347K 0.03%
+6,324
466
$346K 0.03%
1,290
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467
$346K 0.03%
6,654
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468
$345K 0.03%
2,549
-2,802
469
$344K 0.03%
11,569
-33
470
$343K 0.03%
6,562
+356
471
$341K 0.03%
4,380
+87
472
$341K 0.03%
44,427
+3,705
473
$340K 0.03%
4,092
+96
474
$340K 0.03%
4,261
-280
475
$340K 0.03%
+4,612
17 18
19
20 21