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
126
$8.96M 0.18%
189,884
+32,562
127
$8.83M 0.17%
115,090
+96,564
128
$8.81M 0.17%
342,722
+150,318
129
$8.78M 0.17%
37,506
+27,670
130
$8.78M 0.17%
+124,516
131
$8.7M 0.17%
37,830
+36,130
132
$8.7M 0.17%
72,275
+50,134
133
$8.61M 0.17%
291,930
+215,895
134
$8.59M 0.17%
151,414
+34,733
135
$8.59M 0.17%
100,948
+62,828
136
$8.52M 0.17%
77,375
+72,298
137
$8.39M 0.17%
217,813
+147,966
138
$8.32M 0.16%
22,088
+16,693
139
$8.29M 0.16%
36,070
+33,811
140
$8.12M 0.16%
150,125
+142,074
141
$8.05M 0.16%
47,694
+40,218
142
$7.96M 0.16%
47,273
+29,592
143
$7.94M 0.16%
209,594
+72,458
144
$7.94M 0.16%
37,337
+25,790
145
$7.86M 0.16%
55,539
+48,067
146
$7.77M 0.15%
+310,761
147
$7.72M 0.15%
18,397
+14,337
148
$7.67M 0.15%
42,150
+31,221
149
$7.59M 0.15%
308,890
+131,823
150
$7.49M 0.15%
81,625
+66,368
4 5
6
7 8