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
$5.05B
AUM Growth
+$3.83B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,563
New
Increased
Reduced
Closed

Top Buys

1
+$194M
2
+$102M
3
+$72.4M
4
MSFT icon
Microsoft
MSFT
+$55.1M
5
AMZN icon
Amazon
AMZN
+$54.2M

Top Sells

1
+$5.99M
2
+$3.11M
3
+$2.84M
4
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$1.6M
5
FTHI icon
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
+$1.42M

Sector Composition

1 Technology 11.24%
2 Healthcare 5.22%
3 Consumer Discretionary 4.76%
4 Financials 4.52%
5 Communication Services 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$26.7M 0.53%
110,884
+47,532
27
$26.2M 0.52%
206,134
+143,795
28
$26.2M 0.52%
144,534
+100,469
29
$25.9M 0.51%
216,225
+209,012
30
$25M 0.49%
361,671
+250,176
31
$24.5M 0.49%
160,908
+146,584
32
$24.4M 0.48%
278,984
+244,196
33
$23.9M 0.47%
533,246
+279,930
34
$23.9M 0.47%
648,916
+538,038
35
$23.6M 0.47%
1,086,996
+698,509
36
$23.4M 0.46%
171,292
+92,078
37
$23.4M 0.46%
148,547
+106,404
38
$23.2M 0.46%
269,430
+248,346
39
$23.1M 0.46%
422,112
+300,344
40
$23.1M 0.46%
577,168
+564,222
41
$22.9M 0.45%
485,590
+367,069
42
$22.9M 0.45%
275,072
+179,546
43
$22.6M 0.45%
272,669
+217,191
44
$22.5M 0.45%
260,993
+220,803
45
$22.5M 0.44%
416,140
+309,351
46
$21.5M 0.42%
62,459
+17,495
47
$20.7M 0.41%
334,051
+268,307
48
$20.7M 0.41%
195,067
+26,915
49
$20.5M 0.41%
341,654
+315,152
50
$20.1M 0.4%
141,204
+86,204
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