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
$452M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.44M
3
+$1.78M
4
FTHI icon
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
+$1.67M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.59M

Top Sells

1
+$1.75M
2
+$1.33M
3
+$983K
4
RAI
Reynolds American Inc
RAI
+$718K
5
DLR icon
Digital Realty Trust
DLR
+$664K

Sector Composition

1 Technology 5.35%
2 Industrials 5.28%
3 Healthcare 4.94%
4 Financials 4.56%
5 Communication Services 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.61M 0.36%
133,880
-3,664
77
$1.6M 0.36%
15,142
+638
78
$1.59M 0.35%
26,667
+7,006
79
$1.58M 0.35%
28,850
-1,252
80
$1.52M 0.34%
19,030
-612
81
$1.52M 0.34%
29,209
+4,974
82
$1.47M 0.33%
6,387
+1,605
83
$1.42M 0.32%
25,986
-5,739
84
$1.4M 0.31%
55,197
+3,088
85
$1.35M 0.3%
+65,067
86
$1.35M 0.3%
51,619
+1,230
87
$1.33M 0.3%
7,275
+243
88
$1.3M 0.29%
38,176
+34,305
89
$1.29M 0.29%
14,606
-5,518
90
$1.29M 0.29%
17,644
+7,867
91
$1.29M 0.29%
21,802
+3,098
92
$1.29M 0.29%
21,160
-40
93
$1.29M 0.28%
26,680
+600
94
$1.28M 0.28%
47,338
+23,743
95
$1.27M 0.28%
51,732
+13,634
96
$1.25M 0.28%
8,186
+843
97
$1.22M 0.27%
9,852
+955
98
$1.21M 0.27%
8,926
+6,651
99
$1.18M 0.26%
75,079
+1,450
100
$1.17M 0.26%
84,559
-13,749
2 3
4
5 6