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
1051
$421K 0.01%
28,109
+5,385
1052
$418K 0.01%
+5,214
1053
$417K 0.01%
8,277
+1,069
1054
$417K 0.01%
55,582
+37,918
1055
$416K 0.01%
+3,398
1056
$416K 0.01%
+6,278
1057
$414K 0.01%
+5,970
1058
$414K 0.01%
+11,234
1059
$414K 0.01%
+22,337
1060
$413K 0.01%
+3,123
1061
$411K 0.01%
+8,176
1062
$411K 0.01%
+8,542
1063
$410K 0.01%
+7,342
1064
$410K 0.01%
+7,725
1065
$410K 0.01%
+14,590
1066
$409K 0.01%
+4,722
1067
$409K 0.01%
+17,495
1068
$408K 0.01%
5,821
-200
1069
$408K 0.01%
+2,388
1070
$407K 0.01%
+3,476
1071
$407K 0.01%
+4,653
1072
$404K 0.01%
12,272
+4,088
1073
$402K 0.01%
+3,457
1074
$401K 0.01%
+1,534
1075
$401K 0.01%
+10,546
41 42
43
44 45