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
76
$14.4M 0.29%
287,711
+208,607
77
$14.4M 0.28%
73,933
+21,292
78
$13.8M 0.27%
149,308
+31,412
79
$13.6M 0.27%
173,909
+129,417
80
$13M 0.26%
104,642
+87,917
81
$12.8M 0.25%
148,473
+136,394
82
$12.8M 0.25%
144,433
+127,305
83
$12.6M 0.25%
252,342
+195,941
84
$12.6M 0.25%
183,169
-41,376
85
$12.5M 0.25%
460,691
+400,510
86
$12.5M 0.25%
70,351
+44,011
87
$12.5M 0.25%
59,093
+51,882
88
$12.5M 0.25%
151,447
+144,463
89
$12.2M 0.24%
62,458
+26,005
90
$12.1M 0.24%
132,594
+74,777
91
$12M 0.24%
68,022
+60,818
92
$12M 0.24%
84,705
+61,226
93
$11.9M 0.24%
93,483
+66,761
94
$11.9M 0.24%
289,457
+186,183
95
$11.8M 0.23%
138,764
+73,412
96
$11.7M 0.23%
116,200
+102,570
97
$11.7M 0.23%
324,972
+143,165
98
$11.5M 0.23%
257,139
+169,246
99
$11.4M 0.23%
566,378
+321,186
100
$11.4M 0.23%
134,892
+103,132
2 3
4
5 6