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
$534M
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$2.94M
3
+$2.19M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.95M
5
RDIV icon
Invesco S&P Ultra Dividend Revenue ETF
RDIV
+$1.77M

Top Sells

1
+$5.7M
2
+$5.25M
3
+$3.41M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$3.08M
5
PTY icon
PIMCO Corporate & Income Opportunity Fund
PTY
+$2.04M

Sector Composition

1 Technology 5.52%
2 Industrials 4.03%
3 Financials 3.99%
4 Healthcare 3.81%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.43M 0.27%
129,555
-3,353
102
$1.39M 0.26%
22,518
+11,814
103
$1.39M 0.26%
49,412
-14,213
104
$1.38M 0.26%
6,072
+901
105
$1.37M 0.26%
16,914
+405
106
$1.37M 0.26%
17,205
-4,026
107
$1.36M 0.25%
35,076
-1,812
108
$1.35M 0.25%
26,380
-240
109
$1.35M 0.25%
34,044
+8,620
110
$1.34M 0.25%
13,251
+1,762
111
$1.34M 0.25%
18,202
+5,197
112
$1.34M 0.25%
19,929
+1,772
113
$1.33M 0.25%
11,798
+5,354
114
$1.31M 0.24%
30,552
-455
115
$1.3M 0.24%
58,905
+11,667
116
$1.29M 0.24%
10,222
+3,279
117
$1.28M 0.24%
21,282
+2,307
118
$1.26M 0.24%
9,116
-677
119
$1.26M 0.24%
27,436
-420
120
$1.26M 0.24%
81,718
+9,890
121
$1.26M 0.24%
11,713
-647
122
$1.23M 0.23%
3,627
+248
123
$1.2M 0.22%
8,944
+357
124
$1.18M 0.22%
56,261
-14,767
125
$1.15M 0.21%
6,268
+222
3 4
5
6 7