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
1226
$303K 0.01%
+8,105
1227
$302K 0.01%
+2,064
1228
$302K 0.01%
+5,388
1229
$302K 0.01%
5,555
+719
1230
$301K 0.01%
+3,003
1231
$301K 0.01%
+14,867
1232
$301K 0.01%
+19,703
1233
$300K 0.01%
+11,778
1234
$299K 0.01%
+13,136
1235
$298K 0.01%
+13,880
1236
$298K 0.01%
20,641
+10,341
1237
$297K 0.01%
13,739
+1,499
1238
$297K 0.01%
+15,372
1239
$296K 0.01%
+2,415
1240
$296K 0.01%
29,756
+14,037
1241
$296K 0.01%
+8,770
1242
$295K 0.01%
+3,856
1243
$295K 0.01%
+8,930
1244
$294K 0.01%
14,592
-70,362
1245
$294K 0.01%
+3,111
1246
$293K 0.01%
+7,233
1247
$293K 0.01%
8,865
+347
1248
$292K 0.01%
+9,724
1249
$292K 0.01%
+5,694
1250
$292K 0.01%
10,750
48 49
50
51 52