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
1151
$351K 0.01%
+12,377
1152
$350K 0.01%
+10,433
1153
$349K 0.01%
+5,424
1154
$349K 0.01%
+1,076
1155
$348K 0.01%
+3,314
1156
$348K 0.01%
+2,040
1157
$348K 0.01%
+81,827
1158
$347K 0.01%
+1,787
1159
$347K 0.01%
56,844
+5,630
1160
$347K 0.01%
+6,161
1161
$344K 0.01%
+7,100
1162
$343K 0.01%
+5,012
1163
$342K 0.01%
+3,523
1164
$342K 0.01%
+4,729
1165
$342K 0.01%
+8,393
1166
$342K 0.01%
13,535
+943
1167
$341K 0.01%
+12,211
1168
$341K 0.01%
5,577
+1,530
1169
$341K 0.01%
5,347
+4,093
1170
$339K 0.01%
11,295
-2,754
1171
$339K 0.01%
+1,263
1172
$339K 0.01%
+4,165
1173
$338K 0.01%
12,536
+3,870
1174
$337K 0.01%
+880
1175
$337K 0.01%
+1,726
45 46
47
48 49