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
$534M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$2.94M
3
+$2.19M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.95M
5
RDIV icon
Invesco S&P Ultra Dividend Revenue ETF
RDIV
+$1.77M

Top Sells

1
+$5.7M
2
+$5.25M
3
+$3.41M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$3.08M
5
PTY icon
PIMCO Corporate & Income Opportunity Fund
PTY
+$2.04M

Sector Composition

1 Technology 5.52%
2 Industrials 4.03%
3 Financials 3.99%
4 Healthcare 3.81%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.73M 0.51%
21,154
-1,694
52
$2.7M 0.51%
34,500
+352
53
$2.66M 0.5%
42,690
+4,102
54
$2.63M 0.49%
113,473
-40,405
55
$2.63M 0.49%
16,415
-3,811
56
$2.54M 0.48%
47,348
+2,850
57
$2.53M 0.47%
52,831
+197
58
$2.5M 0.47%
90,526
+41,141
59
$2.47M 0.46%
74,948
+2,719
60
$2.42M 0.45%
16,531
+1,744
61
$2.4M 0.45%
36,698
-7,005
62
$2.39M 0.45%
36,471
+5,596
63
$2.3M 0.43%
29,355
+6,287
64
$2.29M 0.43%
77,172
-4,797
65
$2.25M 0.42%
12,603
+129
66
$2.22M 0.42%
30,158
+3,074
67
$2.17M 0.41%
8,172
+1,129
68
$2.17M 0.41%
41,596
+2,816
69
$2.15M 0.4%
6,295
+481
70
$2.07M 0.39%
20,475
-2,212
71
$1.98M 0.37%
38,260
+1,780
72
$1.95M 0.37%
34,475
+3,354
73
$1.92M 0.36%
30,312
-2,809
74
$1.87M 0.35%
16,965
+1,451
75
$1.86M 0.35%
34,634
+17,877
1 2
3
4 5