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
626
$1.11M 0.02%
56,365
+10,748
627
$1.11M 0.02%
33,045
+24,195
628
$1.11M 0.02%
+92,767
629
$1.11M 0.02%
35,987
+27,847
630
$1.1M 0.02%
+23,350
631
$1.1M 0.02%
22,994
+15,324
632
$1.1M 0.02%
+2,276
633
$1.09M 0.02%
+29,728
634
$1.09M 0.02%
+18,957
635
$1.09M 0.02%
+489
636
$1.08M 0.02%
+47,564
637
$1.07M 0.02%
12,125
+1,313
638
$1.06M 0.02%
+17,719
639
$1.06M 0.02%
61,521
+13,849
640
$1.06M 0.02%
+4,010
641
$1.05M 0.02%
+3,724
642
$1.05M 0.02%
+9,088
643
$1.05M 0.02%
12,286
+8,958
644
$1.04M 0.02%
18,045
+1,917
645
$1.04M 0.02%
7,339
+1,535
646
$1.04M 0.02%
+60,612
647
$1.03M 0.02%
2,025
+856
648
$1.03M 0.02%
29,692
+18,105
649
$1.03M 0.02%
+66,005
650
$1.03M 0.02%
7,160
+3,049
24 25
26
27 28