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
576
$220K 0.02%
+3,613
577
$219K 0.02%
3,345
+31
578
$217K 0.02%
2,738
-2,134
579
$217K 0.02%
+5,786
580
$216K 0.02%
1,728
-363
581
$215K 0.02%
+1,293
582
$215K 0.02%
+2,921
583
$215K 0.02%
5,442
+157
584
$215K 0.02%
3,328
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585
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+4,836
586
$212K 0.02%
+52
587
$212K 0.02%
+4,115
588
$210K 0.02%
+4,542
589
$210K 0.02%
7,192
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590
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591
$208K 0.02%
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15,648
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596
$202K 0.02%
5,658
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597
$201K 0.02%
14,476
598
$201K 0.02%
790
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599
$200K 0.02%
8,140
-1,999
600
$200K 0.02%
4,225
-220
22 23
24
25 26