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
601
$187K 0.02%
+21,200
602
$182K 0.01%
11,925
603
$178K 0.01%
14,475
+397
604
$170K 0.01%
29,909
-1,250
605
$167K 0.01%
+10,718
606
$162K 0.01%
10,696
-5,032
607
$162K 0.01%
29,952
+17,484
608
$161K 0.01%
20,287
-2,000
609
$157K 0.01%
+10,049
610
$150K 0.01%
10,194
611
$148K 0.01%
21,437
612
$142K 0.01%
13,155
+830
613
$140K 0.01%
+10,133
614
$139K 0.01%
10,300
615
$137K 0.01%
+10,968
616
$134K 0.01%
+11,811
617
$131K 0.01%
+10,668
618
$125K 0.01%
15,719
+400
619
$124K 0.01%
10,838
+605
620
$110K 0.01%
11,450
621
$106K 0.01%
11,012
622
$98K 0.01%
4,809
+1,130
623
$98K 0.01%
12,308
-28,745
624
$98K 0.01%
18,070
-2,803
625
$91K 0.01%
12,872
-500
23 24
25
26 27