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
826
$684K 0.01%
+18,055
827
$682K 0.01%
+2,424
828
$680K 0.01%
66,264
-5,840
829
$679K 0.01%
21,138
+9,569
830
$677K 0.01%
+12,751
831
$677K 0.01%
12,396
+4,616
832
$677K 0.01%
8,864
+1,987
833
$675K 0.01%
+2,970
834
$671K 0.01%
22,916
+1,203
835
$671K 0.01%
+68,921
836
$670K 0.01%
+18,629
837
$666K 0.01%
+4,403
838
$665K 0.01%
+10,236
839
$664K 0.01%
+5,570
840
$664K 0.01%
9,569
+398
841
$663K 0.01%
43,124
+16,776
842
$660K 0.01%
+18,725
843
$660K 0.01%
30,154
+7,614
844
$659K 0.01%
+7,491
845
$657K 0.01%
14,224
+4,404
846
$656K 0.01%
+7,015
847
$655K 0.01%
+36,762
848
$654K 0.01%
+10,416
849
$653K 0.01%
+37,558
850
$650K 0.01%
+7,912
32 33
34
35 36