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
126
$2.39M 0.2%
37,530
+995
127
$2.35M 0.19%
+116,652
128
$2.34M 0.19%
23,277
-2,379
129
$2.29M 0.19%
31,760
+431
130
$2.28M 0.19%
88,075
-149
131
$2.25M 0.18%
49,420
+2,135
132
$2.23M 0.18%
22,037
+76
133
$2.2M 0.18%
27,061
-3,434
134
$2.19M 0.18%
27,697
+54
135
$2.19M 0.18%
27,204
+920
136
$2.16M 0.18%
19,859
+189
137
$2.15M 0.18%
7,302
+139
138
$2.13M 0.17%
39,857
-12,562
139
$2.08M 0.17%
29,944
+1,076
140
$2.07M 0.17%
+36,350
141
$2.05M 0.17%
41,253
-3,054
142
$2.05M 0.17%
25,151
-18,982
143
$2.04M 0.17%
14,740
+3,613
144
$2.04M 0.17%
37,545
+13,467
145
$2.03M 0.17%
21,218
+2,493
146
$2.03M 0.17%
24,219
-493
147
$2.03M 0.17%
37,849
-4,389
148
$2.02M 0.17%
84,061
+4,435
149
$2.02M 0.17%
27,006
+11,143
150
$1.97M 0.16%
54,010
-11,880
4 5
6
7 8