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
$1.22B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
676
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$5.18M
3
+$4.39M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.29M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.67M

Top Sells

1
+$6.32M
2
+$3.49M
3
+$3.01M
4
FTHI icon
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
+$2.35M
5
DAUG icon
FT Vest US Equity Deep Buffer ETF August
DAUG
+$1.66M

Sector Composition

1 Technology 8.36%
2 Consumer Discretionary 4.06%
3 Financials 3.5%
4 Healthcare 3.4%
5 Communication Services 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.12M 0.34%
262,692
+4,942
77
$3.9M 0.32%
18,137
-752
78
$3.86M 0.32%
110,878
+6,000
79
$3.85M 0.32%
23,303
+3,942
80
$3.83M 0.31%
177,067
-19,685
81
$3.8M 0.31%
102,575
+1,540
82
$3.63M 0.3%
57,504
-370
83
$3.63M 0.3%
9,459
+234
84
$3.54M 0.29%
103,274
+5,274
85
$3.52M 0.29%
44,492
+2,042
86
$3.47M 0.28%
65,744
+7,095
87
$3.47M 0.28%
17,624
+67
88
$3.46M 0.28%
87,893
+10,832
89
$3.44M 0.28%
15,684
+52
90
$3.42M 0.28%
150,350
-1,390
91
$3.42M 0.28%
79,104
+338
92
$3.38M 0.28%
26,722
+19,143
93
$3.35M 0.27%
192,372
+9,102
94
$3.33M 0.27%
20,373
+2,845
95
$3.32M 0.27%
167,754
-3,111
96
$3.26M 0.27%
65,310
+3,354
97
$3.17M 0.26%
29,357
-931
98
$3.12M 0.26%
109,175
+7,105
99
$3.06M 0.25%
26,080
+2,130
100
$3.03M 0.25%
40,190
+4,310
2 3
4
5 6