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
676
$970K 0.02%
+33,978
677
$969K 0.02%
8,725
+3,871
678
$967K 0.02%
+28,998
679
$962K 0.02%
25,504
+14,972
680
$961K 0.02%
+32,855
681
$961K 0.02%
6,350
+1,549
682
$954K 0.02%
+9,199
683
$946K 0.02%
+31,436
684
$938K 0.02%
+6,122
685
$938K 0.02%
+5,366
686
$936K 0.02%
+25,169
687
$934K 0.02%
51,954
+23,851
688
$933K 0.02%
14,679
+8,117
689
$933K 0.02%
9,560
+7,060
690
$931K 0.02%
12,878
+8,498
691
$928K 0.02%
+28,287
692
$920K 0.02%
28,912
+14,192
693
$912K 0.02%
33,022
+24,022
694
$911K 0.02%
13,033
+8,294
695
$910K 0.02%
+9,766
696
$910K 0.02%
+63,037
697
$906K 0.02%
+45,800
698
$904K 0.02%
+3,974
699
$902K 0.02%
67,974
+22,233
700
$896K 0.02%
31,659
-56,416
26 27
28
29 30