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
$1.22B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
676
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$5.18M
3
+$4.39M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.29M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.67M

Top Sells

1
+$6.32M
2
+$3.49M
3
+$3.01M
4
FTHI icon
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
+$2.35M
5
DAUG icon
FT Vest US Equity Deep Buffer ETF August
DAUG
+$1.66M

Sector Composition

1 Technology 8.36%
2 Consumer Discretionary 4.06%
3 Financials 3.5%
4 Healthcare 3.4%
5 Communication Services 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.02M 0.25%
23,479
+3,039
102
$3.02M 0.25%
9,673
-308
103
$2.98M 0.24%
28,216
-286
104
$2.97M 0.24%
76,796
+8,504
105
$2.95M 0.24%
17,681
-2,458
106
$2.92M 0.24%
56,401
+12,039
107
$2.92M 0.24%
34,788
-4,008
108
$2.89M 0.24%
57,830
+3,950
109
$2.87M 0.24%
38,120
-11,816
110
$2.82M 0.23%
57,164
+3,485
111
$2.79M 0.23%
24,028
+9,584
112
$2.77M 0.23%
46,974
+2,491
113
$2.67M 0.22%
36,380
-4,580
114
$2.65M 0.22%
53,766
-5,006
115
$2.65M 0.22%
45,487
+7,467
116
$2.63M 0.22%
97,645
-6,686
117
$2.59M 0.21%
139,792
-340,610
118
$2.58M 0.21%
22,141
+488
119
$2.56M 0.21%
49,608
+1,743
120
$2.55M 0.21%
69,847
+6,057
121
$2.53M 0.21%
28,868
+2,920
122
$2.45M 0.2%
152,031
+16,101
123
$2.43M 0.2%
11,412
+429
124
$2.4M 0.2%
23,625
+237
125
$2.4M 0.2%
45,059
+2,125
3 4
5
6 7