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
601
$1.21M 0.02%
+15,984
602
$1.2M 0.02%
+43,029
603
$1.19M 0.02%
+44,208
604
$1.18M 0.02%
+40,119
605
$1.18M 0.02%
+22,342
606
$1.17M 0.02%
+12,339
607
$1.17M 0.02%
1,635
+888
608
$1.17M 0.02%
+37,541
609
$1.17M 0.02%
4,759
+4,026
610
$1.17M 0.02%
+15,267
611
$1.16M 0.02%
+2,384
612
$1.16M 0.02%
22,279
+1,567
613
$1.15M 0.02%
+19,688
614
$1.15M 0.02%
63,360
+20,400
615
$1.15M 0.02%
+24,515
616
$1.15M 0.02%
22,284
+16,674
617
$1.15M 0.02%
29,602
+13,699
618
$1.14M 0.02%
+12,554
619
$1.14M 0.02%
5,375
+3,908
620
$1.14M 0.02%
+20,596
621
$1.13M 0.02%
+41,212
622
$1.12M 0.02%
+34,862
623
$1.12M 0.02%
+57,420
624
$1.12M 0.02%
+30,660
625
$1.12M 0.02%
942
+239
23 24
25
26 27