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
1201
$322K 0.01%
+11,287
1202
$322K 0.01%
12,123
+2,478
1203
$320K 0.01%
+8,871
1204
$319K 0.01%
+6,912
1205
$319K 0.01%
+3,516
1206
$318K 0.01%
+5,319
1207
$317K 0.01%
+7,265
1208
$316K 0.01%
+4,642
1209
$315K 0.01%
+8,433
1210
$314K 0.01%
10,294
+40
1211
$313K 0.01%
+2,534
1212
$313K 0.01%
+23,109
1213
$313K 0.01%
30,537
-650
1214
$313K 0.01%
+5,087
1215
$310K 0.01%
+10,134
1216
$309K 0.01%
+7,700
1217
$309K 0.01%
+3,156
1218
$309K 0.01%
+3,269
1219
$307K 0.01%
+4,077
1220
$306K 0.01%
+5,422
1221
$305K 0.01%
+10,146
1222
$305K 0.01%
+5,298
1223
$304K 0.01%
+1,938
1224
$304K 0.01%
+3,500
1225
$303K 0.01%
6,329
+1,642
47 48
49
50 51