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
476
$339K 0.03%
+3,621
477
$339K 0.03%
1,677
+4
478
$337K 0.03%
1,964
+407
479
$335K 0.03%
6,482
+5
480
$335K 0.03%
11,587
-891
481
$335K 0.03%
29,500
+2,040
482
$332K 0.03%
31,187
+815
483
$326K 0.03%
22,724
484
$324K 0.03%
5,296
+1,078
485
$323K 0.03%
6,404
+274
486
$322K 0.03%
10,532
-48
487
$319K 0.03%
2,570
-180
488
$319K 0.03%
6,152
+2,033
489
$317K 0.03%
6,808
-1,220
490
$317K 0.03%
1,436
-107
491
$315K 0.03%
8,948
+3,332
492
$313K 0.03%
+1,634
493
$305K 0.03%
4,823
-585
494
$304K 0.02%
8,327
+1,180
495
$303K 0.02%
+1,467
496
$303K 0.02%
3,798
-2,474
497
$302K 0.02%
9,657
-397
498
$301K 0.02%
2,575
+128
499
$301K 0.02%
1,296
+21
500
$299K 0.02%
+3,016
18 19
20
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