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
1076
$401K 0.01%
+42,539
1077
$401K 0.01%
+9,891
1078
$401K 0.01%
+15,516
1079
$400K 0.01%
+2,491
1080
$400K 0.01%
+1,409
1081
$400K 0.01%
+7,488
1082
$400K 0.01%
+2,698
1083
$400K 0.01%
141,450
+21,938
1084
$398K 0.01%
+7,886
1085
$398K 0.01%
20,598
+2,645
1086
$398K 0.01%
+3,279
1087
$397K 0.01%
+14,541
1088
$397K 0.01%
20,073
-403
1089
$396K 0.01%
+3,995
1090
$395K 0.01%
7,299
+1,620
1091
$393K 0.01%
+5,328
1092
$392K 0.01%
+7,654
1093
$391K 0.01%
+7,990
1094
$391K 0.01%
+5,508
1095
$390K 0.01%
+31,862
1096
$390K 0.01%
+28,801
1097
$388K 0.01%
+8,062
1098
$387K 0.01%
+4,520
1099
$386K 0.01%
+40,018
1100
$386K 0.01%
+1,858
42 43
44
45 46