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
726
$860K 0.02%
24,630
+12,596
727
$859K 0.02%
+28,148
728
$856K 0.02%
15,236
+5,953
729
$851K 0.02%
+2,340
730
$851K 0.02%
+5,686
731
$850K 0.02%
+30,874
732
$848K 0.02%
18,192
+10,685
733
$848K 0.02%
12,128
+5,976
734
$846K 0.02%
6,888
+4,465
735
$842K 0.02%
+6,000
736
$840K 0.02%
9,674
+3,546
737
$838K 0.02%
+41,535
738
$838K 0.02%
+14,142
739
$836K 0.02%
53,577
+39,101
740
$835K 0.02%
+11,438
741
$830K 0.02%
+72,647
742
$830K 0.02%
+50,885
743
$829K 0.02%
3,305
+1,869
744
$828K 0.02%
+3,703
745
$828K 0.02%
+5,745
746
$824K 0.02%
+73,806
747
$823K 0.02%
+4,626
748
$820K 0.02%
17,469
+12
749
$819K 0.02%
21,145
+11,331
750
$819K 0.02%
22,128
+209
28 29
30
31 32