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
$1.22B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
676
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$5.18M
3
+$4.39M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.29M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.67M

Top Sells

1
+$6.32M
2
+$3.49M
3
+$3.01M
4
FTHI icon
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
+$2.35M
5
DAUG icon
FT Vest US Equity Deep Buffer ETF August
DAUG
+$1.66M

Sector Composition

1 Technology 8.36%
2 Consumer Discretionary 4.06%
3 Financials 3.5%
4 Healthcare 3.4%
5 Communication Services 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.46M 0.45%
36,453
+3,784
52
$5.41M 0.44%
73,860
+3,160
53
$5.29M 0.43%
106,789
+53,841
54
$5.24M 0.43%
74,338
+2,844
55
$5.16M 0.42%
65,352
+3,696
56
$4.95M 0.41%
192,404
+7,688
57
$4.89M 0.4%
104,961
+1,116
58
$4.85M 0.4%
118,521
-991
59
$4.77M 0.39%
137,136
+3,247
60
$4.75M 0.39%
14,045
-362
61
$4.75M 0.39%
154,162
+12,918
62
$4.74M 0.39%
92,956
+7,034
63
$4.7M 0.39%
245,192
-20,507
64
$4.68M 0.38%
57,817
+18,300
65
$4.67M 0.38%
26,340
+4,944
66
$4.61M 0.38%
55,478
+10,585
67
$4.6M 0.38%
94,400
+10,840
68
$4.46M 0.36%
38,177
-2,034
69
$4.38M 0.36%
31,539
-1,451
70
$4.33M 0.35%
72,372
+4,151
71
$4.29M 0.35%
67,834
+2,671
72
$4.27M 0.35%
45,663
+18,886
73
$4.24M 0.35%
58,757
+9,702
74
$4.22M 0.35%
21,124
+2,088
75
$4.14M 0.34%
154,759
+3,689
1 2
3
4 5