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
$452M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.44M
3
+$1.78M
4
FTHI icon
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
+$1.67M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.59M

Top Sells

1
+$1.75M
2
+$1.33M
3
+$983K
4
RAI
Reynolds American Inc
RAI
+$718K
5
DLR icon
Digital Realty Trust
DLR
+$664K

Sector Composition

1 Technology 5.35%
2 Industrials 5.28%
3 Healthcare 4.94%
4 Financials 4.56%
5 Communication Services 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.16M 0.26%
14,172
-795
102
$1.15M 0.26%
10,375
-1,771
103
$1.15M 0.25%
33,960
-4,229
104
$1.12M 0.25%
9,297
-64
105
$1.12M 0.25%
10,596
+1,298
106
$1.12M 0.25%
29,421
-269
107
$1.11M 0.25%
10,035
+2,868
108
$1.11M 0.25%
42,346
-3,512
109
$1.09M 0.24%
47,800
+4,125
110
$1.07M 0.24%
4,525
-20
111
$1.05M 0.23%
3,382
+60
112
$1.05M 0.23%
21,698
-116
113
$1.05M 0.23%
32,242
-354
114
$1.04M 0.23%
29,096
-424
115
$1.04M 0.23%
60,108
+4,089
116
$1.03M 0.23%
9,189
-1,599
117
$1.02M 0.23%
14,891
+3,612
118
$1.01M 0.22%
11,650
+4,336
119
$1M 0.22%
16,287
+3,549
120
$1M 0.22%
29,679
-1,296
121
$991K 0.22%
13,464
+4,137
122
$989K 0.22%
19,614
+324
123
$978K 0.22%
23,890
-5,630
124
$975K 0.22%
37,806
+3,283
125
$967K 0.21%
8,966
-920
3 4
5
6 7