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
651
$1.03M 0.02%
+18,720
652
$1.03M 0.02%
36,616
-3,012
653
$1.02M 0.02%
+11,643
654
$1.02M 0.02%
+3,829
655
$1.02M 0.02%
11,670
+8,049
656
$1.01M 0.02%
22,772
+17,330
657
$1.01M 0.02%
5,759
+4,022
658
$1.01M 0.02%
+9,944
659
$1.01M 0.02%
+20,313
660
$1.01M 0.02%
41,366
+24,708
661
$1.01M 0.02%
13,198
+2,218
662
$1.01M 0.02%
+40,170
663
$1.01M 0.02%
+30,757
664
$1M 0.02%
+26,176
665
$1M 0.02%
+79,497
666
$1M 0.02%
+12,157
667
$1M 0.02%
+6,399
668
$995K 0.02%
+4,601
669
$995K 0.02%
+39,342
670
$992K 0.02%
+4,982
671
$986K 0.02%
7,472
+5,247
672
$976K 0.02%
+28,913
673
$976K 0.02%
15,316
+11,526
674
$975K 0.02%
57,512
+37,241
675
$974K 0.02%
3,565
+2,761
25 26
27
28 29