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
26
$8.1M 0.66%
52,641
-679
27
$8.08M 0.66%
47,428
+2,034
28
$7.91M 0.65%
95,526
+22,866
29
$7.68M 0.63%
43,598
+1,376
30
$7.65M 0.63%
42,467
+8,695
31
$7.49M 0.61%
77,523
+5,306
32
$7.12M 0.58%
181,807
-89,143
33
$6.72M 0.55%
111,495
+15,342
34
$6.7M 0.55%
121,768
+94,127
35
$6.49M 0.53%
116,681
+5,528
36
$6.35M 0.52%
157,322
+7,749
37
$6.33M 0.52%
71,716
+20,475
38
$6.27M 0.51%
42,143
+2,901
39
$6.11M 0.5%
111,314
+4,708
40
$6.08M 0.5%
55,000
+1,153
41
$6.04M 0.49%
446,320
+8,400
42
$6M 0.49%
62,339
+27
43
$5.9M 0.48%
86,633
+2,459
44
$5.77M 0.47%
99,916
+34,896
45
$5.57M 0.46%
378,288
+7,058
46
$5.54M 0.45%
93,127
+5,316
47
$5.51M 0.45%
21,037
+1,043
48
$5.5M 0.45%
19,803
+550
49
$5.47M 0.45%
379,928
-97,528
50
$5.47M 0.45%
44,065
+837
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