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
$534M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$2.94M
3
+$2.19M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.95M
5
RDIV icon
Invesco S&P Ultra Dividend Revenue ETF
RDIV
+$1.77M

Top Sells

1
+$5.7M
2
+$5.25M
3
+$3.41M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$3.08M
5
PTY icon
PIMCO Corporate & Income Opportunity Fund
PTY
+$2.04M

Sector Composition

1 Technology 5.52%
2 Industrials 4.03%
3 Financials 3.99%
4 Healthcare 3.81%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.8M 0.34%
26,139
+6,631
77
$1.8M 0.34%
60,156
+1,402
78
$1.79M 0.34%
101,589
+20,226
79
$1.77M 0.33%
+50,635
80
$1.77M 0.33%
47,035
-19,975
81
$1.75M 0.33%
7,249
+338
82
$1.74M 0.33%
34,778
+26,946
83
$1.73M 0.32%
72,941
+5,282
84
$1.68M 0.31%
30,742
+1,263
85
$1.64M 0.31%
32,476
-386
86
$1.64M 0.31%
26,376
-904
87
$1.63M 0.31%
10,401
-724
88
$1.63M 0.3%
8,849
-253
89
$1.62M 0.3%
56,657
+953
90
$1.62M 0.3%
47,890
-2,522
91
$1.59M 0.3%
10,830
+114
92
$1.57M 0.29%
36,141
-4,436
93
$1.55M 0.29%
173,048
+43,576
94
$1.52M 0.29%
33,035
+1,409
95
$1.51M 0.28%
12,630
-35
96
$1.5M 0.28%
17,615
+200
97
$1.5M 0.28%
28,320
+3,109
98
$1.49M 0.28%
8,434
+566
99
$1.48M 0.28%
28,723
+2,742
100
$1.46M 0.27%
18,421
-256
2 3
4
5 6