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
901
$571K 0.01%
+5,716
902
$570K 0.01%
29,377
-379
903
$569K 0.01%
36,055
+25,387
904
$569K 0.01%
+43,340
905
$568K 0.01%
+22,900
906
$566K 0.01%
+16,609
907
$562K 0.01%
39,514
-2,996
908
$562K 0.01%
+8,138
909
$560K 0.01%
+13,408
910
$559K 0.01%
+9,886
911
$559K 0.01%
+32,284
912
$559K 0.01%
2,631
+667
913
$556K 0.01%
+1,519
914
$553K 0.01%
+4,193
915
$553K 0.01%
+13,884
916
$552K 0.01%
+5,586
917
$550K 0.01%
16,366
+7,170
918
$549K 0.01%
+17,251
919
$546K 0.01%
38,199
+713
920
$545K 0.01%
+6,028
921
$545K 0.01%
+3,438
922
$544K 0.01%
+3,355
923
$543K 0.01%
+9,174
924
$539K 0.01%
+7,016
925
$539K 0.01%
+5,454
35 36
37
38 39