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
101
$11.3M 0.22%
103,284
+83,425
102
$11.3M 0.22%
70,151
+65,909
103
$11.2M 0.22%
76,676
+64,587
104
$11.1M 0.22%
221,160
+190,686
105
$10.8M 0.21%
46,597
+39,295
106
$10.6M 0.21%
349,517
+265,456
107
$10.5M 0.21%
29,687
+20,228
108
$10.4M 0.2%
36,107
+30,673
109
$10.3M 0.2%
+167,628
110
$10.2M 0.2%
+424,778
111
$10.1M 0.2%
85,152
+7,629
112
$10M 0.2%
+239,181
113
$9.9M 0.2%
159,615
+140,830
114
$9.89M 0.2%
77,278
+69,866
115
$9.82M 0.19%
66,245
+51,505
116
$9.74M 0.19%
294,463
+265,431
117
$9.57M 0.19%
119,829
+61,072
118
$9.54M 0.19%
26,955
+21,511
119
$9.53M 0.19%
184,478
+154,459
120
$9.42M 0.19%
137,904
+106,653
121
$9.33M 0.18%
170,101
+112,937
122
$9.26M 0.18%
169,812
+104,502
123
$9.08M 0.18%
457,461
+265,089
124
$9M 0.18%
41,963
+26,279
125
$8.96M 0.18%
+399,018
3 4
5
6 7