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
626
$90K 0.01%
+489
627
$87K 0.01%
17,664
-20,591
628
$84K 0.01%
11,441
-334
629
$83K 0.01%
+34
630
$76K 0.01%
+2,335
631
$72K 0.01%
1,474
+445
632
$67K 0.01%
1,254
-809
633
$66K 0.01%
10,375
634
$65K 0.01%
10,000
635
$60K ﹤0.01%
17,009
+226
636
$53K ﹤0.01%
+10,551
637
$44K ﹤0.01%
11,297
-286
638
$29K ﹤0.01%
22,346
639
$17K ﹤0.01%
10,000
640
– –
-908
641
– –
-1,294
642
– –
-4,908
643
– –
-1,724
644
– –
-3,276
645
– –
-10,143
646
– –
-12,082
647
– –
-4,568
648
– –
-4,443
649
– –
-5,285
650
– –
-9,892
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