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
926
$537K 0.01%
+36,817
927
$536K 0.01%
+3,789
928
$534K 0.01%
+4,510
929
$533K 0.01%
+1,431
930
$532K 0.01%
37,776
-2,984
931
$530K 0.01%
+2,458
932
$529K 0.01%
+10,779
933
$528K 0.01%
+24,328
934
$527K 0.01%
+16,433
935
$524K 0.01%
+10,705
936
$522K 0.01%
+2,272
937
$518K 0.01%
+10,036
938
$518K 0.01%
+9,964
939
$518K 0.01%
+3,118
940
$517K 0.01%
+4,707
941
$515K 0.01%
12,507
+3,559
942
$514K 0.01%
2,826
+1,361
943
$514K 0.01%
+17,078
944
$513K 0.01%
+13,417
945
$513K 0.01%
9,834
+1,017
946
$513K 0.01%
+11,257
947
$513K 0.01%
+12,098
948
$512K 0.01%
+8,264
949
$511K 0.01%
+12,355
950
$511K 0.01%
46,017
-1,507
36 37
38
39 40