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
51
$20.1M 0.4%
341,652
+248,525
52
$19.7M 0.39%
224,360
+187,980
53
$19.2M 0.38%
163,693
+139,665
54
$19.2M 0.38%
399,264
+294,303
55
$18.4M 0.36%
1,407,920
+961,600
56
$18.2M 0.36%
195,581
+149,918
57
$18M 0.36%
349,803
+300,195
58
$17.8M 0.35%
81,359
+60,235
59
$17.4M 0.34%
136,542
+107,185
60
$16.8M 0.33%
328,074
+312,327
61
$16.7M 0.33%
285,383
+239,896
62
$16.7M 0.33%
62,793
+42,990
63
$16.2M 0.32%
116,076
+84,537
64
$16M 0.32%
295,330
+237,500
65
$15.8M 0.31%
77,439
+8,237
66
$15.6M 0.31%
72,979
+49,676
67
$15.5M 0.31%
75,137
+31,539
68
$15.2M 0.3%
65,570
+54,158
69
$15.2M 0.3%
43,270
+33,597
70
$15.1M 0.3%
140,955
+112,087
71
$15M 0.3%
140,418
+125,345
72
$14.8M 0.29%
113,825
+75,648
73
$14.7M 0.29%
265,553
+154,239
74
$14.6M 0.29%
40,993
+26,948
75
$14.6M 0.29%
92,656
+72,283
1 2
3
4 5