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
501
$1.58M 0.03%
+23,954
502
$1.58M 0.03%
53,070
+36,720
503
$1.56M 0.03%
49,529
+6,124
504
$1.56M 0.03%
32,349
+8,938
505
$1.55M 0.03%
+10,573
506
$1.55M 0.03%
+25,009
507
$1.54M 0.03%
+2,891
508
$1.54M 0.03%
+66,303
509
$1.54M 0.03%
+3,455
510
$1.54M 0.03%
50,943
+15,231
511
$1.54M 0.03%
15,896
+9,257
512
$1.54M 0.03%
11,824
+4,104
513
$1.54M 0.03%
38,209
+18,053
514
$1.53M 0.03%
+36,158
515
$1.53M 0.03%
41,241
+9,424
516
$1.52M 0.03%
20,773
+11,444
517
$1.51M 0.03%
10,858
+7,982
518
$1.51M 0.03%
+39,707
519
$1.51M 0.03%
+27,853
520
$1.51M 0.03%
28,919
+12,938
521
$1.5M 0.03%
18,515
+13,219
522
$1.5M 0.03%
69,064
+37,018
523
$1.5M 0.03%
+22,033
524
$1.5M 0.03%
39,867
+32,601
525
$1.5M 0.03%
36,157
+11,818
19 20
21
22 23