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
$452M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.44M
3
+$1.78M
4
FTHI icon
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
+$1.67M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.59M

Top Sells

1
+$1.75M
2
+$1.33M
3
+$983K
4
RAI
Reynolds American Inc
RAI
+$718K
5
DLR icon
Digital Realty Trust
DLR
+$664K

Sector Composition

1 Technology 5.35%
2 Industrials 5.28%
3 Healthcare 4.94%
4 Financials 4.56%
5 Communication Services 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.37M 0.52%
18,484
+987
52
$2.33M 0.52%
23,631
+277
53
$2.14M 0.47%
142,491
+23,738
54
$2.12M 0.47%
17,376
-338
55
$2.08M 0.46%
123,763
-10,862
56
$2.06M 0.46%
32,292
+4,431
57
$2.03M 0.45%
14,589
+371
58
$2M 0.44%
22,129
-178
59
$2M 0.44%
76,422
+11,367
60
$1.9M 0.42%
11,578
+979
61
$1.8M 0.4%
39,885
+990
62
$1.79M 0.4%
61,856
-365
63
$1.78M 0.39%
+33,533
64
$1.77M 0.39%
5,443
+525
65
$1.76M 0.39%
18,779
+870
66
$1.75M 0.39%
11,153
+903
67
$1.75M 0.39%
40,172
+2,745
68
$1.74M 0.38%
27,307
-9,782
69
$1.73M 0.38%
50,903
-2,156
70
$1.71M 0.38%
24,142
+587
71
$1.7M 0.38%
32,006
+1,325
72
$1.67M 0.37%
+74,383
73
$1.67M 0.37%
33,039
+3,927
74
$1.65M 0.37%
6
75
$1.63M 0.36%
17,074
-5
1 2
3
4 5