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
526
$1.49M 0.03%
+27,594
527
$1.49M 0.03%
25,508
+21,605
528
$1.49M 0.03%
10,570
+5,091
529
$1.49M 0.03%
+6,416
530
$1.48M 0.03%
12,371
+1,083
531
$1.48M 0.03%
29,072
+22,474
532
$1.47M 0.03%
38,774
+36,439
533
$1.46M 0.03%
+4,789
534
$1.46M 0.03%
11,681
+10,388
535
$1.46M 0.03%
58,909
-11,303
536
$1.46M 0.03%
+60,975
537
$1.45M 0.03%
9,110
+7,382
538
$1.45M 0.03%
+12,027
539
$1.44M 0.03%
95,613
+62,797
540
$1.44M 0.03%
+41,102
541
$1.44M 0.03%
9,777
+4,543
542
$1.44M 0.03%
+50,877
543
$1.43M 0.03%
100,720
+89,882
544
$1.43M 0.03%
+23,355
545
$1.43M 0.03%
+46,610
546
$1.43M 0.03%
94,057
+57,462
547
$1.43M 0.03%
+34,531
548
$1.42M 0.03%
+51,788
549
$1.42M 0.03%
35,432
+13,417
550
$1.42M 0.03%
18,095
+2,909
20 21
22
23 24