Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $91.5B
1-Year Est. Return 19.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.12%
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
+$176M
2
+$95.4M
3
+$67.8M
4
MSFT icon
Microsoft
MSFT
+$53.3M
5
AMZN icon
Amazon
AMZN
+$53.1M

Top Sells

1
+$5.69M
2
+$2.91M
3
+$2.64M
4
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$1.53M
5
FTHI icon
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
+$1.39M

Sector Composition

1 Technology 11.24%
2 Healthcare 5.22%
3 Consumer Discretionary 4.76%
4 Financials 4.52%
5 Communication Services 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$4K ﹤0.01%
+33
1552
– –
-6,404
1553
– –
-28,660
1554
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-10,375
1555
– –
-18,662
1556
– –
-2,583
1557
– –
-52
1558
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-1,474
1559
– –
-44,427
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