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
126
$967K 0.21%
5,535
+854
127
$967K 0.21%
10,225
+259
128
$964K 0.21%
13,588
+1,069
129
$964K 0.21%
8,319
+99
130
$946K 0.21%
56,232
-58,412
131
$939K 0.21%
12,053
-3,515
132
$931K 0.21%
4,171
+2,417
133
$928K 0.21%
10,538
-236
134
$923K 0.2%
4,613
+765
135
$919K 0.2%
11,364
+1,507
136
$916K 0.2%
6,507
137
$907K 0.2%
20,883
+6,783
138
$907K 0.2%
16,316
+602
139
$902K 0.2%
6,445
+329
140
$902K 0.2%
8,511
+3,500
141
$895K 0.2%
89,432
-11,492
142
$894K 0.2%
10,425
-366
143
$885K 0.2%
50,839
+1,648
144
$882K 0.2%
7,274
-1,409
145
$879K 0.19%
14,995
+3,108
146
$877K 0.19%
+7,399
147
$877K 0.19%
25,151
-11,393
148
$874K 0.19%
16,163
+3,900
149
$869K 0.19%
7,769
+135
150
$868K 0.19%
12,788
+3,732
4 5
6
7 8