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
751
$818K 0.02%
+35,647
752
$816K 0.02%
4,059
+2,425
753
$816K 0.02%
+11,220
754
$814K 0.02%
+13,650
755
$814K 0.02%
+53,975
756
$813K 0.02%
30,765
-13,536
757
$797K 0.02%
17,917
+508
758
$796K 0.02%
8,654
+3,794
759
$795K 0.02%
+15,168
760
$793K 0.02%
34,054
-133,700
761
$790K 0.02%
15,933
+1,130
762
$790K 0.02%
+5,441
763
$787K 0.02%
+8,277
764
$787K 0.02%
+23,798
765
$786K 0.02%
+5,764
766
$783K 0.02%
+5,111
767
$779K 0.02%
25,800
+6,180
768
$776K 0.02%
+2,645
769
$772K 0.02%
+38,492
770
$769K 0.02%
+47,713
771
$764K 0.02%
+36,003
772
$762K 0.02%
+22,769
773
$761K 0.02%
+12,316
774
$760K 0.02%
123,038
+93,086
775
$760K 0.02%
+7,001
29 30
31
32 33