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
526
$273K 0.02%
4,594
+231
527
$272K 0.02%
+1,737
528
$271K 0.02%
+2,985
529
$271K 0.02%
17,953
+380
530
$270K 0.02%
5,610
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531
$264K 0.02%
+12,440
532
$263K 0.02%
7,266
-537
533
$262K 0.02%
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534
$260K 0.02%
8,184
+30
535
$255K 0.02%
4,739
-1,079
536
$252K 0.02%
9,676
-3,119
537
$252K 0.02%
+8,850
538
$251K 0.02%
+4,340
539
$250K 0.02%
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540
$250K 0.02%
+1,461
541
$245K 0.02%
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542
$245K 0.02%
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544
$245K 0.02%
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545
$245K 0.02%
+9,000
546
$243K 0.02%
3,667
+21
547
$242K 0.02%
1,212
-27
548
$242K 0.02%
8,433
-20,600
549
$241K 0.02%
2,894
550
$241K 0.02%
8,518
-29,163
20 21
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23 24