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
701
$894K 0.02%
+12,503
702
$894K 0.02%
26,958
-9,636
703
$893K 0.02%
5,887
+2,871
704
$892K 0.02%
42,070
+13,629
705
$891K 0.02%
+43,700
706
$890K 0.02%
+13,251
707
$890K 0.02%
14,774
+6,984
708
$889K 0.02%
780
+396
709
$885K 0.02%
+7,525
710
$885K 0.02%
+9,261
711
$884K 0.02%
+21,556
712
$882K 0.02%
+9,080
713
$881K 0.02%
+7,504
714
$878K 0.02%
+3,391
715
$875K 0.02%
+27,758
716
$873K 0.02%
9,853
+6,706
717
$872K 0.02%
+29,839
718
$871K 0.02%
+13,483
719
$870K 0.02%
+8,415
720
$870K 0.02%
+8,676
721
$869K 0.02%
+18,938
722
$865K 0.02%
+5,678
723
$865K 0.02%
+17,804
724
$863K 0.02%
+88,544
725
$863K 0.02%
+22,513
27 28
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