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
1101
$386K 0.01%
+13,817
1102
$384K 0.01%
25,970
-3,000
1103
$384K 0.01%
+6,789
1104
$383K 0.01%
+10,827
1105
$381K 0.01%
+3,642
1106
$380K 0.01%
+4,368
1107
$380K 0.01%
62,808
+22,035
1108
$380K 0.01%
+16,130
1109
$379K 0.01%
+6,024
1110
$379K 0.01%
+14,374
1111
$378K 0.01%
+165,823
1112
$378K 0.01%
+18,720
1113
$377K 0.01%
33,504
+3,595
1114
$377K 0.01%
+8,783
1115
$376K 0.01%
+23,634
1116
$376K 0.01%
+11,461
1117
$376K 0.01%
+6,266
1118
$376K 0.01%
23,341
+13,147
1119
$374K 0.01%
+7,386
1120
$371K 0.01%
+7,077
1121
$371K 0.01%
94,787
+83,490
1122
$371K 0.01%
+1,585
1123
$370K 0.01%
+2,836
1124
$369K 0.01%
+1,800
1125
$369K 0.01%
+8,373
43 44
45
46 47