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
$534M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$2.94M
3
+$2.19M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.95M
5
RDIV icon
Invesco S&P Ultra Dividend Revenue ETF
RDIV
+$1.77M

Top Sells

1
+$5.7M
2
+$5.25M
3
+$3.41M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$3.08M
5
PTY icon
PIMCO Corporate & Income Opportunity Fund
PTY
+$2.04M

Sector Composition

1 Technology 5.52%
2 Industrials 4.03%
3 Financials 3.99%
4 Healthcare 3.81%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.17M 0.78%
+220,006
27
$4.05M 0.76%
36,910
-5,698
28
$3.98M 0.75%
163,807
-33,880
29
$3.98M 0.75%
26,219
+3,124
30
$3.93M 0.74%
65,619
+49,087
31
$3.85M 0.72%
125,156
+63,267
32
$3.74M 0.7%
169,565
+9,545
33
$3.67M 0.69%
22,393
+4,912
34
$3.64M 0.68%
249,333
+55,285
35
$3.56M 0.67%
30,367
+4,128
36
$3.56M 0.67%
68,455
+494
37
$3.52M 0.66%
10,714
-658
38
$3.49M 0.65%
36,708
+4,495
39
$3.24M 0.61%
23,863
+3,111
40
$3.16M 0.59%
187,164
+16,982
41
$3.13M 0.59%
42,029
+2,265
42
$3.12M 0.58%
59,222
-9,499
43
$3.05M 0.57%
52,171
+1,115
44
$3.05M 0.57%
64,643
-21,105
45
$3.03M 0.57%
26,656
+2,485
46
$2.96M 0.56%
37,110
+3,764
47
$2.96M 0.55%
59,335
+4,514
48
$2.93M 0.55%
131,820
+9,824
49
$2.83M 0.53%
29,863
-3,524
50
$2.76M 0.52%
21,178
+2,559
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