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
$452M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.44M
3
+$1.78M
4
FTHI icon
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
+$1.67M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.59M

Top Sells

1
+$1.75M
2
+$1.33M
3
+$983K
4
RAI
Reynolds American Inc
RAI
+$718K
5
DLR icon
Digital Realty Trust
DLR
+$664K

Sector Composition

1 Technology 5.35%
2 Industrials 5.28%
3 Healthcare 4.94%
4 Financials 4.56%
5 Communication Services 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.33M 0.74%
143,703
+7,431
27
$3.3M 0.73%
134,269
+41,400
28
$3.27M 0.72%
44,111
+4,452
29
$3.25M 0.72%
164,275
-67,347
30
$3.2M 0.71%
18,704
-1,026
31
$3.17M 0.7%
88,565
-5,680
32
$3.13M 0.69%
21,127
+1,777
33
$3.04M 0.67%
47,503
+9,244
34
$3.02M 0.67%
37,884
+405
35
$2.91M 0.64%
32,840
-613
36
$2.9M 0.64%
24,625
-2,255
37
$2.83M 0.63%
51,540
+4,762
38
$2.8M 0.62%
56,582
-2,424
39
$2.76M 0.61%
164,782
+34,384
40
$2.72M 0.6%
43,948
+895
41
$2.64M 0.58%
68,022
+5,028
42
$2.62M 0.58%
47,540
+4,276
43
$2.62M 0.58%
68,575
+13,870
44
$2.6M 0.57%
31,648
+11,709
45
$2.53M 0.56%
37,056
-1,563
46
$2.51M 0.56%
51,380
+3,700
47
$2.49M 0.55%
46,079
-3,098
48
$2.44M 0.54%
72,647
-901
49
$2.43M 0.54%
18,750
-4,017
50
$2.39M 0.53%
9,451
+2,855
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